Independent Advisor Alliance’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Independent Advisor Alliance’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	–	Sell	-55,025	Closed	-$2.29M	–	1408
2026 Q1	$2.29M	Buy	+55,025	New	+$2.37M	0.02%	516
2025 Q1	–	Sell	-90,094	Closed	-$3.52M	–	1135
2024 Q4	$3.52M	Buy	+90,094	New	+$3.58M	0.05%	352

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

Independent Advisor Alliance's CPTL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026, closing a stake of 55,025 shares — an estimated $2.29M sold.

Independent Advisor Alliance first reported a position in CPTL in Q4 2024 and held it in 2 quarters. The position peaked at $3.52M in Q4 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Independent Advisor Alliance reported no remaining Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 55,025 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $2.29M.
Independent Advisor Alliance first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Global X Morningstar Capital Allocation Leaders ETF position peaked at $3.52M in Q4 2024.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.