Rede Wealth’s 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 Q3	$218K	Hold	4,485	–	–	0.07%	112
2026 Q2	$211K	Buy	+4,485	New	+$207K	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%	-$85.3K	0.13%	99
2020 Q4	$287K	Buy	+10,522	New	+$273K	0.2%	75

Other funds holding CPTL

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Rede Wealth's CPTL Position: Q3 2026 in Review

Rede Wealth held its Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q3 2026 at 4,485 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #112.

Rede Wealth first reported a position in CPTL in Q4 2020 and has held it in 11 quarters since. The position peaked at $287K in Q4 2020. 10 funds tracked by Wall St. Rank hold CPTL as of Q3 2026.

Rede Wealth held 4,485 shares of Global X Morningstar Capital Allocation Leaders ETF worth $218K as of Q3 2026.
Rede Wealth left its Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q3 2026.
Global X Morningstar Capital Allocation Leaders ETF made up 0.07% of Rede Wealth's portfolio in Q3 2026, its #112 holding.
Rede Wealth first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q4 2020 and has held it in 11 quarters since.
Rede Wealth's Global X Morningstar Capital Allocation Leaders ETF position peaked at $287K in Q4 2020.
10 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.