Independent Advisor Alliance’s Global X Funds 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 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 $1.66T 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Independent Advisor Alliance's CPTL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026: 55,025 shares worth $2.29M. The stake represents 0.02% of the portfolio and ranks #516 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CPTL as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CPTL in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.52M in Q4 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Independent Advisor Alliance held 55,025 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $2.29M as of Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF was a new Independent Advisor Alliance position in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #516 holding.
Independent Advisor Alliance first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's Global X Funds 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 Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.