Goldman Sachs’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Goldman Sachs’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	$1.02M	Buy	24,566 +10,309	+72%	+$445K	﹤0.01%	5075
2025 Q4	$619K	Buy	14,257 +9,501	+200%	+$416K	﹤0.01%	5467
2025 Q3	$205K	Sell	4,756 -289	-6%	-$12.1K	﹤0.01%	5946
2025 Q2	$204K	Buy	+5,045	New	+$190K	﹤0.01%	5659
2025 Q1	–	Sell	-95,037	Closed	-$3.71M	–	6255
2024 Q4	$3.71M	Buy	95,037 +38,876	+69%	+$1.54M	﹤0.01%	3752
2024 Q3	$2.2M	Buy	56,161 +16,871	+43%	+$634K	﹤0.01%	4082
2024 Q2	$1.45M	Sell	39,290 -65,609	-63%	-$2.36M	﹤0.01%	4180
2024 Q1	$3.8M	Sell	104,899 -25,403	-19%	-$878K	﹤0.01%	3346
2023 Q4	$4.35M	Buy	+130,302	New	+$4.05M	﹤0.01%	3282
2020 Q4	–	Sell	-20,000	Closed	-$486K	–	5601
2020 Q3	$486K	Buy	+20,000	New	+$476K	﹤0.01%	4499

Other funds holding CPTL

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

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

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

Napier Financial Braintree, Massachusetts $480M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Goldman Sachs's CPTL Position: Q1 2026 in Review

Goldman Sachs increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 72% in Q1 2026, buying an estimated $445K and bringing the position to 24,566 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #5075.

Goldman Sachs first reported a position in CPTL in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.35M in Q4 2023. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Goldman Sachs held 24,566 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $1.02M as of Q1 2026.
Goldman Sachs bought 10,309 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $445K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5075 holding.
Goldman Sachs first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and has held it in 10 quarters since.
Goldman Sachs's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $4.35M in Q4 2023.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.