Fidelity Investments
CPTL

Fidelity Investments’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Fidelity Investments’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
Q1 		$65.4K Buy
1,574
+44
+3% +$1.9K ﹤0.01% 3992
2025
Q4 		$66.4K Buy
1,530
+82
+6% +$3.59K ﹤0.01% 3962
2025
Q3 		$62.5K Sell
1,448
-687
-32% -$28.7K ﹤0.01% 3867
2025
Q2 		$86.2K Sell
2,135
-363
-15% -$13.7K ﹤0.01% 3671
2025
Q1 		$93.1K Sell
2,498
-83
-3% -$3.25K ﹤0.01% 3584
2024
Q4 		$101K Buy
2,581
+1,533
+146% +$60.9K ﹤0.01% 3546
2024
Q3 		$41K Buy
1,048
+88
+9% +$3.31K ﹤0.01% 3864
2024
Q2 		$35.5K Buy
960
+157
+20% +$5.65K ﹤0.01% 3797
2024
Q1 		$29.1K Sell
803
-8
-1% -$276 ﹤0.01% 3846
2023
Q4 		$27.1K Sell
811
-312
-28% -$9.7K ﹤0.01% 3796
2023
Q3 		$33.5K Sell
1,123
-159
-12% -$4.95K ﹤0.01% 3551
2023
Q2 		$39.8K Buy
1,282
+1,262
+6,310% +$37.7K ﹤0.01% 3548
2023
Q1 		$590 Hold
20
– – ﹤0.01% 4780
2022
Q4 		$554 Buy
+20
New +$555 ﹤0.01% 4734
2021
Q1 		– Sell
-2
Closed – – 4293
2020
Q4 		$0 Sell
2
-6
-75% -$156 ﹤0.01% 4101
2020
Q3 		$0 Buy
+8
New +$190 ﹤0.01% 3858

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments's CPTL Position: Q1 2026 in Review

Fidelity Investments increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 2.9% in Q1 2026, buying an estimated $1.9K and bringing the position to 1,574 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

Fidelity Investments first reported a position in CPTL in Q3 2020 and has held it in 16 quarters since. The position peaked at $101K in Q4 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Fidelity Investments held 1,574 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $65.4K as of Q1 2026.
  • Fidelity Investments bought 44 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $1.9K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3992 holding.
  • Fidelity Investments first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and has held it in 16 quarters since.
  • Fidelity Investments's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $101K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.