HighTower Advisors’s 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 Q2	$941K	Buy	20,031 +100	+0.5%	+$4.61K	﹤0.01%	2278
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors's CPTL Position: Q2 2026 in Review

HighTower Advisors increased its Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 0.5% in Q2 2026, buying an estimated $4.61K and bringing the position to 20,031 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

HighTower Advisors first reported a position in CPTL in Q3 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

HighTower Advisors held 20,031 shares of Global X Morningstar Capital Allocation Leaders ETF worth $941K as of Q2 2026.
HighTower Advisors bought 100 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $4.61K.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2278 holding.
HighTower Advisors first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q3 2023 and has held it in 12 quarters since.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.