HBW Advisory Services’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

HBW Advisory Services’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	–	Sell	-3,137	Closed	-$136K	–	461
2025 Q4	$136K	Sell	3,137 -2,331	-43%	-$102K	0.01%	412
2025 Q3	$236K	Buy	5,468 +464	+9%	+$19.4K	0.03%	372
2025 Q2	$202K	Sell	5,004 -564	-10%	-$21.2K	0.02%	391
2025 Q1	$208K	Sell	5,568 -127	-2%	-$4.97K	0.03%	365
2024 Q4	$223K	Buy	5,695 +885	+18%	+$35.2K	0.02%	344
2024 Q3	$188K	Sell	4,810 -645	-12%	-$24.3K	0.03%	349
2024 Q2	$202K	Buy	5,455 +9	+0.2%	+$324	0.03%	321
2024 Q1	$182K	Hold	5,446	–	–	0.03%	291
2023 Q4	$182K	Hold	5,446	–	–	0.03%	291
2023 Q3	$163K	Sell	5,446 -5	-0.1%	-$156	0.03%	275
2023 Q2	$169K	Buy	+5,451	New	+$163K	0.04%	280
2022 Q4	–	Sell	-6,530	Closed	-$167K	–	269
2022 Q3	$167K	Buy	+6,530	New	+$185K	0.05%	213
2022 Q1	–	Sell	-8,832	Closed	-$304K	–	254
2021 Q4	$304K	Hold	8,832	–	–	0.07%	208
2021 Q3	$277K	Hold	8,832	–	–	0.07%	206
2021 Q2	$276K	Buy	8,832 +271	+3%	+$8.3K	0.07%	201
2021 Q1	$250K	Sell	8,561 -428	-5%	-$12.1K	0.07%	205
2020 Q4	$246K	Buy	8,989 +657	+8%	+$17K	0.07%	188
2020 Q3	$203K	Buy	+8,332	New	+$198K	0.08%	185

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

HBW Advisory Services's CPTL Position: Q1 2026 in Review

HBW Advisory Services sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026, closing a stake of 3,137 shares — an estimated $136K sold.

HBW Advisory Services first reported a position in CPTL in Q3 2020 and held it in 18 quarters. The position peaked at $304K in Q4 2021. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

HBW Advisory Services reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q1 2026 after selling out during the quarter.
HBW Advisory Services sold 3,137 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $136K.
HBW Advisory Services first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and held it in 18 quarters.
HBW Advisory Services's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $304K in Q4 2021.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.