KWM
CPTL

Kingsview Wealth Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Kingsview 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 		$1.41M Buy
33,840
+1,884
+6% +$81.3K 0.02% 585
2025
Q4 		$1.39M Sell
31,956
-126
-0.4% -$5.51K 0.02% 549
2025
Q3 		$1.38M Buy
32,082
+1,237
+4% +$51.7K 0.02% 531
2025
Q2 		$1.25M Sell
30,845
-630
-2% -$23.7K 0.02% 533
2025
Q1 		$1.17M Sell
31,475
-254
-0.8% -$9.94K 0.02% 506
2024
Q4 		$1.24M Buy
31,729
+632
+2% +$25.1K 0.02% 498
2024
Q3 		$1.22M Sell
31,097
-987
-3% -$37.1K 0.03% 487
2024
Q2 		$1.19M Sell
32,084
-562
-2% -$20.2K 0.03% 466
2024
Q1 		$1.18M Sell
32,646
-980
-3% -$33.9K 0.03% 455
2023
Q4 		$1.12M Sell
33,626
-1,089
-3% -$33.9K 0.03% 440
2023
Q3 		$1.04M Buy
34,715
+1,117
+3% +$34.7K 0.04% 423
2023
Q2 		$1.04M Buy
33,598
+904
+3% +$27K 0.04% 395
2023
Q1 		$964K Buy
32,694
+49
+0.2% +$1.41K 0.04% 414
2022
Q4 		$904K Buy
32,645
+67
+0.2% +$1.86K 0.04% 364
2022
Q3 		$831K Buy
32,578
+1,763
+6% +$49.9K 0.04% 372
2022
Q2 		$824K Sell
30,815
-180
-0.6% -$5.25K 0.04% 417
2022
Q1 		$1M Buy
30,995
+1,416
+5% +$45.1K 0.04% 394
2021
Q4 		$1.02M Buy
29,579
+3,838
+15% +$128K 0.04% 394
2021
Q3 		$807K Buy
25,741
+1,463
+6% +$47.2K 0.04% 428
2021
Q2 		$764K Sell
24,278
-347
-1% -$10.6K 0.04% 443
2021
Q1 		$725K Buy
24,625
+2,741
+13% +$77.4K 0.04% 422
2020
Q4 		$597K Buy
21,884
+3,394
+18% +$88.1K 0.04% 406
2020
Q3 		$449K Buy
18,490
+2,308
+14% +$54.9K 0.04% 385
2020
Q2 		$357K Buy
+16,182
New +$336K 0.04% 404

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Kingsview Wealth Management increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 5.9% in Q1 2026, buying an estimated $81.3K and bringing the position to 33,840 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #585.

Kingsview Wealth Management first reported a position in CPTL in Q2 2020 and has held it in 24 quarters since. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Kingsview Wealth Management held 33,840 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $1.41M as of Q1 2026.
  • Kingsview Wealth Management bought 1,884 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $81.3K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #585 holding.
  • Kingsview Wealth Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2020 and has held it in 24 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 Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.