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

Pinnacle 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
2021 Q1	$596K	Buy	20,462 +2,835	+16%	+$80K	0.03%	144
2020 Q4	$481K	Buy	+17,627	New	+$457K	0.03%	129

Other funds holding CPTL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Pinnacle Advisory Group's CPTL Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 16% in Q1 2021, buying an estimated $80K and bringing the position to 20,462 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #144.

Pinnacle Advisory Group first reported a position in CPTL in Q4 2020 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold CPTL as of Q1 2021.

Pinnacle Advisory Group held 20,462 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $596K as of Q1 2021.
Pinnacle Advisory Group bought 2,835 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2021, an estimated $80K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #144 holding.
Pinnacle Advisory Group first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2020 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.