Raymond James Financial
CPTL

Raymond James Financial’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-634
Closed -$25.6K – 5893
2025
Q2 		$25.6K Buy
+634
New +$23.9K ﹤0.01% 5488

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial's CPTL Position: Q3 2025 in Review

Raymond James Financial sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2025, closing a stake of 634 shares — an estimated $25.6K sold.

Raymond James Financial first reported a position in CPTL in Q2 2025 and held it in 1 quarter. The position peaked at $25.6K in Q2 2025. 45 funds tracked by Wall St. Rank hold CPTL as of Q3 2025.

  • Raymond James Financial reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 634 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2025, an estimated $25.6K.
  • Raymond James Financial first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $25.6K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.