Northwestern Mutual Wealth Management’s Global X Funds 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 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 $1.66T 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

Northwestern Mutual Wealth Management's CPTL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q1 2026 at 1,090 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Northwestern Mutual Wealth Management first reported a position in CPTL in Q2 2021 and has held it in 20 quarters since. The position peaked at $52.4K in Q2 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Northwestern Mutual Wealth Management held 1,090 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $45.3K as of Q1 2026.
Northwestern Mutual Wealth Management left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2474 holding.
Northwestern Mutual Wealth Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2021 and has held it in 20 quarters since.
Northwestern Mutual Wealth Management's Global X Funds 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 Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.