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

IFP 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
2020 Q2	–	Sell	-1,522	Closed	-$31.6K	–	2850
2020 Q1	$29K	Buy	1,522 +582	+62%	+$12.8K	﹤0.01%	1347
2019 Q4	$23K	Buy	+940	New	+$21.4K	﹤0.01%	1561
2019 Q1	–	Sell	-1,687	Closed	-$31K	–	2925
2018 Q4	$31K	Hold	1,687	–	–	﹤0.01%	1884
2018 Q3	$36K	Hold	1,687	–	–	﹤0.01%	2084
2018 Q2	$34K	Buy	+1,687	New	+$33.4K	﹤0.01%	2145

Other funds holding CPTL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

IFP Advisors's CPTL Position: Q2 2020 in Review

IFP Advisors sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2020, closing a stake of 1,522 shares — an estimated $31.6K sold.

IFP Advisors first reported a position in CPTL in Q2 2018 and held it in 5 quarters. The position peaked at $36K in Q3 2018. 22 funds tracked by Wall St. Rank hold CPTL as of Q2 2020.

IFP Advisors reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2020 after selling out during the quarter.
IFP Advisors sold 1,522 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2020, an estimated $31.6K.
IFP Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2018 and held it in 5 quarters.
IFP Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $36K in Q3 2018.
22 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.