Farther Finance Advisors’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Farther Finance Advisors’s Portfolio CPTL Stock Details CPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.7K	Hold	1,568	–	–	﹤0.01%	2945
2026 Q1	$65.6K	Buy	1,568 +19	+1%	+$820	﹤0.01%	2810
2025 Q4	$67.3K	Buy	1,549 +6	+0.4%	+$263	﹤0.01%	2610
2025 Q3	$66.6K	Buy	1,543 +4	+0.3%	+$167	﹤0.01%	2280
2025 Q2	$62.1K	Buy	1,539 +400	+35%	+$15.1K	﹤0.01%	2022
2025 Q1	$42.5K	Buy	1,139 +4	+0.4%	+$157	﹤0.01%	1979
2024 Q4	$44.4K	Buy	+1,135	New	+$45.1K	﹤0.01%	1721

Other funds holding CPTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Farther Finance Advisors's CPTL Position: Q2 2026 in Review

Farther Finance Advisors held its Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 1,568 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Farther Finance Advisors first reported a position in CPTL in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Farther Finance Advisors held 1,568 shares of Global X Morningstar Capital Allocation Leaders ETF worth $73.7K as of Q2 2026.
Farther Finance Advisors left its Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2945 holding.
Farther Finance Advisors first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.