RW
CPTL

Rede Wealth’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Rede Wealth’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 		$211K Buy
+4,485
New +$211K 0.07% 115
2023
Q2 		– Sell
-7,499
Closed -$221K – 99
2023
Q1 		$221K Hold
7,499
– – 0.12% 88
2022
Q4 		$208K Buy
+7,499
New +$208K 0.11% 86
2022
Q3 		– Sell
-7,499
Closed -$200K – 97
2022
Q2 		$200K Hold
7,499
– – 0.12% 98
2022
Q1 		$243K Hold
7,499
– – 0.11% 92
2021
Q4 		$258K Hold
7,499
– – 0.13% 93
2021
Q3 		$235K Hold
7,499
– – 0.13% 98
2021
Q2 		$235K Hold
7,499
– – 0.13% 102
2021
Q1 		$219K Sell
7,499
-3,023
-29% -$88.3K 0.13% 99
2020
Q4 		$287K Buy
+10,522
New +$287K 0.2% 75

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
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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Rede Wealth's CPTL Position: Q2 2026 in Review

Rede Wealth opened a new position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026: 4,485 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings. This is a return to the name: Rede Wealth previously reported a position in CPTL as recently as Q1 2023.

Rede Wealth first reported a position in CPTL in Q4 2020 and has held it in 10 quarters since. The position peaked at $287K in Q4 2020. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Rede Wealth held 4,485 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $211K as of Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF was a new Rede Wealth position in Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.07% of Rede Wealth's portfolio in Q2 2026, its #115 holding.
  • Rede Wealth first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2020 and has held it in 10 quarters since.
  • Rede Wealth's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $287K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.