HighTower Advisors
CPTL

HighTower Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

HighTower Advisors’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 		$828K Sell
19,931
-224
-1% -$9.67K ﹤0.01% 2328
2025
Q4 		$875K Hold
20,155
– – ﹤0.01% 2220
2025
Q3 		$870K Sell
20,155
-331
-2% -$13.8K ﹤0.01% 2200
2025
Q2 		$827K Hold
20,486
– – ﹤0.01% 2139
2025
Q1 		$764K Sell
20,486
-1,134
-5% -$44.4K ﹤0.01% 2149
2024
Q4 		$845K Sell
21,620
-201
-0.9% -$7.99K ﹤0.01% 2086
2024
Q3 		$855K Buy
21,821
+1
+0% +$38 ﹤0.01% 2026
2024
Q2 		$807K Sell
21,820
-810
-4% -$29.1K ﹤0.01% 1985
2024
Q1 		$821K Sell
22,630
-11
-0% -$380 ﹤0.01% 1930
2023
Q4 		$758K Sell
22,641
-856
-4% -$26.6K ﹤0.01% 2014
2023
Q3 		$701K Buy
+23,497
New +$731K ﹤0.01% 1988

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's CPTL Position: Q1 2026 in Review

HighTower Advisors reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 1.1% in Q1 2026, selling an estimated $9.67K and leaving 19,931 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

HighTower Advisors first reported a position in CPTL in Q3 2023 and has held it in 11 quarters since. The position peaked at $875K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • HighTower Advisors held 19,931 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $828K as of Q1 2026.
  • HighTower Advisors sold 224 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $9.67K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2328 holding.
  • HighTower Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2023 and has held it in 11 quarters since.
  • HighTower Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $875K 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 HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.