MAFA
CPTL

MJT & Associates Financial Advisory’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

MJT & Associates Financial Advisory’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 		$131K Buy
2,787
+124
+5% +$5.72K 0.09% 58
2026
Q1 		$111K Hold
2,663
– – 0.08% 59
2025
Q4 		$116K Hold
2,663
– – 0.09% 57
2025
Q3 		$115K Buy
2,663
+205
+8% +$8.57K 0.09% 57
2025
Q2 		$99.3K Sell
2,458
-609
-20% -$22.9K 0.12% 70
2025
Q1 		$114K Buy
+3,067
New +$120K 0.11% 73

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
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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

MJT & Associates Financial Advisory's CPTL Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 4.7% in Q2 2026, buying an estimated $5.72K and bringing the position to 2,787 shares worth $131K. The position accounts for 0.09% of the portfolio, ranked #58.

MJT & Associates Financial Advisory first reported a position in CPTL in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,787 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $131K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 124 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $5.72K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.09% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #58 holding.
  • MJT & Associates Financial Advisory first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2025 and has held it in 6 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 MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.