GSEP
CPTL

Golden State Equity Partners’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Golden State Equity Partners’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 		– Sell
-1,684
Closed -$70K – 1107
2026
Q1 		$70K Buy
+1,684
New +$70K 0.01% 811

Other funds holding CPTL

NF
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AMG
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SPWG
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FF
Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RW
Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Golden State Equity Partners's CPTL Position: Q2 2026 in Review

Golden State Equity Partners sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026, closing a stake of 1,684 shares — an estimated $70K sold.

Golden State Equity Partners first reported a position in CPTL in Q1 2026 and held it in 1 quarter. The position peaked at $70K in Q1 2026. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Golden State Equity Partners reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,684 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $70K.
  • Golden State Equity Partners first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $70K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.