LI
CPTL

LRI Investments’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

LRI Investments’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 		$2.16K Hold
46
– – ﹤0.01% 1267
2026
Q1 		$1.91K Hold
46
– – ﹤0.01% 1266
2025
Q4 		$2K Hold
46
– – ﹤0.01% 1205
2025
Q3 		$1.99K Buy
+46
New +$1.92K ﹤0.01% 1204

Other funds holding CPTL

NF
Napier Financial Braintree, Massachusetts $480M AUM
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
RW
Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

LRI Investments's CPTL Position: Q2 2026 in Review

LRI Investments held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 46 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

LRI Investments first reported a position in CPTL in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • LRI Investments held 46 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $2.16K as of Q2 2026.
  • LRI Investments left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1267 holding.
  • LRI Investments first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.