IHT Wealth Management’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

IHT Wealth Management’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	$358K	Sell	7,628 -1,382	-15%	-$63.7K	0.01%	954
2026 Q1	$374K	Buy	9,010 +489	+6%	+$21.1K	0.01%	932
2025 Q4	$370K	Buy	8,521 +77	+0.9%	+$3.37K	0.01%	885
2025 Q3	$365K	Buy	8,444 +367	+5%	+$15.3K	0.01%	848
2025 Q2	$326K	Buy	8,077 +25	+0.3%	+$942	0.01%	848
2025 Q1	$300K	Buy	8,052 +1,419	+21%	+$55.5K	0.01%	858
2024 Q4	$259K	Hold	6,633	–	–	0.01%	913
2024 Q3	$261K	Buy	6,633 +2	+0%	+$75	0.01%	967
2024 Q2	$245K	Sell	6,631 -623	-9%	-$22.4K	0.01%	874
2024 Q1	$263K	Buy	+7,254	New	+$251K	0.01%	843

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

IHT Wealth Management's CPTL Position: Q2 2026 in Review

IHT Wealth Management reduced its Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 15% in Q2 2026, selling an estimated $63.7K and leaving 7,628 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #954.

IHT Wealth Management first reported a position in CPTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $374K in Q1 2026. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

IHT Wealth Management held 7,628 shares of Global X Morningstar Capital Allocation Leaders ETF worth $358K as of Q2 2026.
IHT Wealth Management sold 1,382 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $63.7K.
Global X Morningstar Capital Allocation Leaders ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #954 holding.
IHT Wealth Management first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q1 2024 and has held it in 10 quarters since.
IHT Wealth Management's Global X Morningstar Capital Allocation Leaders ETF position peaked at $374K in Q1 2026.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.