MML Investors Services
CPTL

MML Investors Services’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

MML Investors Services’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
2020
Q3 		– Sell
-9,990
Closed -$220K – 1599
2020
Q2 		$220K Buy
+9,990
New +$208K ﹤0.01% 1377

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services's CPTL Position: Q3 2020 in Review

MML Investors Services sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2020, closing a stake of 9,990 shares — an estimated $220K sold.

MML Investors Services first reported a position in CPTL in Q2 2020 and held it in 1 quarter. The position peaked at $220K in Q2 2020. 30 funds tracked by Wall St. Rank hold CPTL as of Q3 2020.

  • MML Investors Services reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q3 2020 after selling out during the quarter.
  • MML Investors Services sold 9,990 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2020, an estimated $220K.
  • MML Investors Services first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2020 and held it in 1 quarter.
  • MML Investors Services's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $220K in Q2 2020.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q3 2020.

Based on MML Investors Services's 13F filing for Q3 2020, filed 13 Nov 2020.