OAG
CPTL

Oakmont Advisory Group’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Oakmont Advisory Group’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 		$11.9K Buy
+254
New +$11.9K 0.01% 303

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
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 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

Oakmont Advisory Group's CPTL Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026: 254 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Oakmont Advisory Group held 254 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $11.9K as of Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF was a new Oakmont Advisory Group position in Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #303 holding.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.