JO
CPTL

John Overdeck’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

John Overdeck’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 		– Sell
-17,500
Closed -$760K – 4771
2025
Q4 		$760K Buy
17,500
+10,500
+150% +$460K ﹤0.01% 3094
2025
Q3 		$302K Buy
+7,000
New +$293K ﹤0.01% 3208

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

John Overdeck's CPTL Position: Q1 2026 in Review

John Overdeck sold out of Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026, closing a stake of 17,500 shares — an estimated $760K sold.

John Overdeck first reported a position in CPTL in Q3 2025 and held it in 2 quarters. The position peaked at $760K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • John Overdeck reported no remaining Global X Morningstar Capital Allocation Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 17,500 Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $760K.
  • John Overdeck first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and held it in 2 quarters.
  • John Overdeck's Global X Morningstar Capital Allocation Leaders ETF position peaked at $760K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.