LPL Financial
CPTL

LPL Financial’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

LPL Financial’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 		$3.52M Buy
84,763
+569
+0.7% +$24.6K ﹤0.01% 2945
2025
Q4 		$3.66M Sell
84,194
-1,615
-2% -$70.7K ﹤0.01% 2828
2025
Q3 		$3.7M Buy
85,809
+8,045
+10% +$336K ﹤0.01% 2745
2025
Q2 		$3.14M Sell
77,764
-1,954
-2% -$73.6K ﹤0.01% 2704
2025
Q1 		$2.97M Sell
79,718
-5,269
-6% -$206K ﹤0.01% 2573
2024
Q4 		$3.32M Buy
84,987
+6,114
+8% +$243K ﹤0.01% 2413
2024
Q3 		$3.09M Buy
78,873
+15,912
+25% +$598K ﹤0.01% 2353
2024
Q2 		$2.33M Buy
62,961
+20,349
+48% +$732K ﹤0.01% 2464
2024
Q1 		$1.54M Buy
42,612
+798
+2% +$27.6K ﹤0.01% 2778
2023
Q4 		$1.4M Buy
41,814
+569
+1% +$17.7K ﹤0.01% 2744
2023
Q3 		$1.23M Sell
41,245
-2,586
-6% -$80.4K ﹤0.01% 2723
2023
Q2 		$1.36M Sell
43,831
-1,729
-4% -$51.6K ﹤0.01% 2602
2023
Q1 		$1.34M Sell
45,560
-4,943
-10% -$143K ﹤0.01% 2512
2022
Q4 		$1.4M Sell
50,503
-8,087
-14% -$224K ﹤0.01% 2374
2022
Q3 		$1.5M Sell
58,590
-1,240
-2% -$35.1K ﹤0.01% 2208
2022
Q2 		$1.6M Buy
59,830
+9,276
+18% +$270K ﹤0.01% 2202
2022
Q1 		$1.64M Sell
50,554
-19,327
-28% -$615K ﹤0.01% 2212
2021
Q4 		$2.41M Buy
69,881
+15,401
+28% +$515K ﹤0.01% 1948
2021
Q3 		$1.71M Buy
54,480
+10,788
+25% +$348K ﹤0.01% 2168
2021
Q2 		$1.37M Buy
43,692
+3,029
+7% +$92.7K ﹤0.01% 2303
2021
Q1 		$1.19M Buy
40,663
+9,523
+31% +$269K ﹤0.01% 2246
2020
Q4 		$850K Buy
31,140
+9,119
+41% +$237K ﹤0.01% 2311
2020
Q3 		$535K Buy
22,021
+5,856
+36% +$139K ﹤0.01% 2400
2020
Q2 		$357K Buy
16,165
+2,758
+21% +$57.3K ﹤0.01% 2700
2020
Q1 		$245K Buy
13,407
+4,596
+52% +$101K ﹤0.01% 2659
2019
Q4 		$207K Buy
+8,811
New +$201K ﹤0.01% 3081

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

LPL Financial's CPTL Position: Q1 2026 in Review

LPL Financial increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 0.68% in Q1 2026, buying an estimated $24.6K and bringing the position to 84,763 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

LPL Financial first reported a position in CPTL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.7M in Q3 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • LPL Financial held 84,763 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $3.52M as of Q1 2026.
  • LPL Financial bought 569 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $24.6K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2945 holding.
  • LPL Financial first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2019 and has held it in 26 quarters since.
  • LPL Financial's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $3.7M in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.