IHT Wealth Management’s Global X Funds 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 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 $1.66T 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

IHT Wealth Management's CPTL Position: Q1 2026 in Review

IHT Wealth Management increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 5.7% in Q1 2026, buying an estimated $21.1K and bringing the position to 9,010 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #932.

IHT Wealth Management first reported a position in CPTL in Q1 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

IHT Wealth Management held 9,010 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $374K as of Q1 2026.
IHT Wealth Management bought 489 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $21.1K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #932 holding.
IHT Wealth Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2024 and has held it in 9 quarters since.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.