RF
CPTL

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

Rossby 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
2026
Q2 		$51.7K Buy
1,101
+85
+8% +$3.99K 0.01% 685
2026
Q1 		$42.5K Buy
1,016
+709
+231% +$29.7K 0.01% 787
2025
Q4 		$13.3K Sell
307
-6
-2% -$261 ﹤0.01% 850
2025
Q3 		$13.6K Buy
+313
New +$13.6K ﹤0.01% 800

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
RW
Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Rossby Financial's CPTL Position: Q2 2026 in Review

Rossby Financial increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 8.4% in Q2 2026, buying an estimated $3.99K and bringing the position to 1,101 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #685.

Rossby Financial first reported a position in CPTL in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Rossby Financial held 1,101 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $51.7K as of Q2 2026.
  • Rossby Financial bought 85 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $3.99K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #685 holding.
  • Rossby Financial first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.