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

Harbour 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	$3.95K	Hold	95	–	–	﹤0.01%	3677
2025 Q4	$4.13K	Hold	95	–	–	﹤0.01%	3082
2025 Q3	$4.1K	Hold	95	–	–	﹤0.01%	3061
2025 Q2	$3.84K	Hold	95	–	–	﹤0.01%	2969
2025 Q1	$3.54K	Hold	95	–	–	﹤0.01%	2937
2024 Q4	$3.71K	Hold	95	–	–	﹤0.01%	2841
2024 Q3	$3.72K	Hold	95	–	–	﹤0.01%	2728
2024 Q2	$3.51K	Hold	95	–	–	﹤0.01%	2641
2024 Q1	$3.44K	Hold	95	–	–	﹤0.01%	2620
2023 Q4	$3.17K	Hold	95	–	–	﹤0.01%	2565
2023 Q3	$2.84K	Hold	95	–	–	﹤0.01%	2458
2023 Q2	$2.95K	Buy	95 +20	+27%	+$597	﹤0.01%	2437
2023 Q1	$2.21K	Hold	75	–	–	﹤0.01%	2531
2022 Q4	$2.08K	Buy	+75	New	+$2.08K	﹤0.01%	2501

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Harbour Investments's CPTL Position: Q1 2026 in Review

Harbour Investments held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q1 2026 at 95 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Harbour Investments first reported a position in CPTL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.13K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Harbour Investments held 95 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $3.95K as of Q1 2026.
Harbour Investments left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3677 holding.
Harbour Investments first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2022 and has held it in 14 quarters since.
Harbour Investments's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $4.13K in Q4 2025.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

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