PNC Financial Services Group
CPTL icon

PNC Financial Services Group’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

PNC Financial Services 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
Q3 		– Sell
-200
Closed -$9.4K – 5437
2026
Q2 		$9.4K Buy
+200
New +$9.22K ﹤0.01% 4118

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APS Management Group
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Syntegra Private Wealth Group
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Farrow Financial
Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return
Western Wealth Management
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Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Eagle Strategies
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Creative Planning
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PNC Financial Services Group's CPTL Position: Q3 2026 in Review

PNC Financial Services Group sold out of Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2026, closing a stake of 200 shares — an estimated $9.4K sold.

PNC Financial Services Group first reported a position in CPTL in Q2 2026 and held it in 1 quarter. The position peaked at $9.4K in Q2 2026. 22 funds tracked by Wall St. Rank hold CPTL as of Q3 2026.

  • PNC Financial Services Group reported no remaining Global X Morningstar Capital Allocation Leaders ETF position as of Q3 2026 after selling out during the quarter.
  • PNC Financial Services Group sold 200 Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2026, an estimated $9.4K.
  • PNC Financial Services Group first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q2 2026 and held it in 1 quarter.
  • PNC Financial Services Group's Global X Morningstar Capital Allocation Leaders ETF position peaked at $9.4K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q3 2026.

Based on PNC Financial Services Group's 13F filing for Q3 2026, filed 6 Nov 2026.