Northwestern Mutual Wealth Management’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Northwestern Mutual Wealth Management’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	$51.2K	Hold	1,090	–	–	﹤0.01%	2536
2026 Q1	$45.3K	Hold	1,090	–	–	﹤0.01%	2474
2025 Q4	$47.3K	Hold	1,090	–	–	﹤0.01%	2419
2025 Q3	$47K	Hold	1,090	–	–	﹤0.01%	2347
2025 Q2	$44K	Hold	1,090	–	–	﹤0.01%	2314
2025 Q1	$40.6K	Hold	1,090	–	–	﹤0.01%	2253
2024 Q4	$42.6K	Hold	1,090	–	–	﹤0.01%	2238
2024 Q3	$42.7K	Sell	1,090 -328	-23%	-$12.3K	﹤0.01%	2217
2024 Q2	$52.4K	Buy	1,418 +328	+30%	+$11.8K	﹤0.01%	2079
2024 Q1	$39.5K	Hold	1,090	–	–	﹤0.01%	2170
2023 Q4	$36.4K	Sell	1,090 -329	-23%	-$10.2K	﹤0.01%	2181
2023 Q3	$42.4K	Hold	1,419	–	–	﹤0.01%	2030
2023 Q2	$44K	Sell	1,419 -162	-10%	-$4.84K	﹤0.01%	2031
2023 Q1	$46.6K	Hold	1,581	–	–	﹤0.01%	1965
2022 Q4	$43.8K	Hold	1,581	–	–	﹤0.01%	1960
2022 Q3	$40K	Buy	1,581 +325	+26%	+$9.21K	﹤0.01%	1976
2022 Q2	$34K	Hold	1,256	–	–	﹤0.01%	2039
2022 Q1	$41K	Hold	1,256	–	–	﹤0.01%	2032
2021 Q4	$43K	Hold	1,256	–	–	﹤0.01%	2034
2021 Q3	$39K	Buy	1,256 +930	+285%	+$30K	﹤0.01%	1976
2021 Q2	$10K	Buy	+326	New	+$9.98K	﹤0.01%	2428

Other funds holding CPTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's CPTL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 1,090 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Northwestern Mutual Wealth Management first reported a position in CPTL in Q2 2021 and has held it in 21 quarters since. The position peaked at $52.4K in Q2 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Northwestern Mutual Wealth Management held 1,090 shares of Global X Morningstar Capital Allocation Leaders ETF worth $51.2K as of Q2 2026.
Northwestern Mutual Wealth Management left its Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2536 holding.
Northwestern Mutual Wealth Management first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q2 2021 and has held it in 21 quarters since.
Northwestern Mutual Wealth Management's Global X Morningstar Capital Allocation Leaders ETF position peaked at $52.4K in Q2 2024.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.