Mercer Global Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Mercer Global Advisors’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	$241K	Sell	5,810 -1,466	-20%	-$63.3K	﹤0.01%	2650
2025 Q4	$316K	Buy	7,276 +885	+14%	+$38.7K	﹤0.01%	2190
2025 Q3	$276K	Buy	+6,391	New	+$267K	﹤0.01%	2151

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors's CPTL Position: Q1 2026 in Review

Mercer Global Advisors reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 20% in Q1 2026, selling an estimated $63.3K and leaving 5,810 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Mercer Global Advisors first reported a position in CPTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Mercer Global Advisors held 5,810 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $241K as of Q1 2026.
Mercer Global Advisors sold 1,466 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $63.3K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2650 holding.
Mercer Global Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
Mercer Global Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $316K in Q4 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 Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.