Integrated Wealth Concepts’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Integrated Wealth Concepts’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	$75.3K	Buy	+1,604	New	+$73.9K	﹤0.01%	3034

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

Integrated Wealth Concepts's CPTL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026: 1,604 shares worth $75.3K. The stake represents ﹤0.01% of the portfolio and ranks #3034 among its holdings.

43 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Integrated Wealth Concepts held 1,604 shares of Global X Morningstar Capital Allocation Leaders ETF worth $75.3K as of Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF was a new Integrated Wealth Concepts position in Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3034 holding.
43 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.