Fidelity Investments
CPTL

Fidelity Investments’s 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
Q2 		$69.4K Sell
1,477
-97
-6% -$4.47K ﹤0.01% 4162
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
NF
Napier Financial Braintree, Massachusetts $480M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments's CPTL Position: Q2 2026 in Review

Fidelity Investments reduced its Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 6.2% in Q2 2026, selling an estimated $4.47K and leaving 1,477 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4162.

Fidelity Investments first reported a position in CPTL in Q3 2020 and has held it in 17 quarters since. The position peaked at $101K in Q4 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Fidelity Investments held 1,477 shares of Global X Morningstar Capital Allocation Leaders ETF worth $69.4K as of Q2 2026.
  • Fidelity Investments sold 97 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $4.47K.
  • Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4162 holding.
  • Fidelity Investments first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and has held it in 17 quarters since.
  • Fidelity Investments's Global X Morningstar Capital Allocation Leaders ETF position peaked at $101K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.