Freedom Investment Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Freedom Investment Management’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
2025 Q4	–	Sell	-17,426	Closed	-$752K	–	135
2025 Q3	$752K	Sell	17,426 -8,474	-33%	-$354K	0.2%	56
2025 Q2	$1.05M	Sell	25,900 -2,753	-10%	-$104K	0.08%	236
2025 Q1	$1.07M	Buy	28,653 +2,579	+10%	+$101K	0.09%	217
2024 Q4	$1.02M	Buy	26,074 +427	+2%	+$17K	0.08%	228
2024 Q3	$1M	Buy	25,647 +336	+1%	+$12.6K	0.08%	241
2024 Q2	$936K	Buy	25,311 +2,149	+9%	+$77.3K	0.08%	249
2024 Q1	$839K	Sell	23,162 -309	-1%	-$10.7K	0.07%	299
2023 Q4	$784K	Buy	+23,471	New	+$730K	0.06%	322

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Freedom Investment Management's CPTL Position: Q4 2025 in Review

Freedom Investment Management sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q4 2025, closing a stake of 17,426 shares — an estimated $752K sold.

Freedom Investment Management first reported a position in CPTL in Q4 2023 and held it in 8 quarters. The position peaked at $1.07M in Q1 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q4 2025.

Freedom Investment Management reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q4 2025 after selling out during the quarter.
Freedom Investment Management sold 17,426 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q4 2025, an estimated $752K.
Freedom Investment Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2023 and held it in 8 quarters.
Freedom Investment Management's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $1.07M in Q1 2025.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.