Royal Bank of Canada
CPTL

Royal Bank of Canada’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Royal Bank of Canada’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
Q1 		$2.82M Sell
67,776
-32,044
-32% -$1.38M ﹤0.01% 2847
2025
Q4 		$4.33M Buy
99,820
+60,441
+153% +$2.65M ﹤0.01% 2537
2025
Q3 		$1.7M Sell
39,379
-17,818
-31% -$745K ﹤0.01% 3537
2025
Q2 		$2.31M Buy
57,197
+16,119
+39% +$607K ﹤0.01% 3180
2025
Q1 		$1.53M Buy
41,078
+1,193
+3% +$46.7K ﹤0.01% 3156
2024
Q4 		$1.56M Sell
39,885
-11,653
-23% -$463K ﹤0.01% 3202
2024
Q3 		$2.02M Buy
51,538
+9,529
+23% +$358K ﹤0.01% 2997
2024
Q2 		$1.55M Sell
42,009
-13,787
-25% -$496K ﹤0.01% 3094
2024
Q1 		$2.02M Buy
55,796
+13,178
+31% +$455K ﹤0.01% 2919
2023
Q4 		$1.42M Sell
42,618
-7,214
-14% -$224K ﹤0.01% 3364
2023
Q3 		$1.49M Buy
49,832
+9,848
+25% +$306K ﹤0.01% 3107
2023
Q2 		$1.24M Buy
39,984
+1,427
+4% +$42.6K ﹤0.01% 3198
2023
Q1 		$1.14M Sell
38,557
-4,558
-11% -$131K ﹤0.01% 3252
2022
Q4 		$1.19M Sell
43,115
-21,756
-34% -$603K ﹤0.01% 3354
2022
Q3 		$1.65M Buy
64,871
+29,894
+85% +$847K ﹤0.01% 3014
2022
Q2 		$934K Sell
34,977
-58,153
-62% -$1.69M ﹤0.01% 3570
2022
Q1 		$3.02M Buy
93,130
+69,103
+288% +$2.2M ﹤0.01% 2673
2021
Q4 		$828K Buy
24,027
+1,844
+8% +$61.7K ﹤0.01% 4009
2021
Q3 		$696K Buy
22,183
+853
+4% +$27.5K ﹤0.01% 4049
2021
Q2 		$668K Buy
21,330
+1,898
+10% +$58.1K ﹤0.01% 4013
2021
Q1 		$566K Buy
19,432
+4,580
+31% +$129K ﹤0.01% 4075
2020
Q4 		$405K Buy
14,852
+1,050
+8% +$27.2K ﹤0.01% 4308
2020
Q3 		$336K Buy
13,802
+3,779
+38% +$89.9K ﹤0.01% 4172
2020
Q2 		$221K Sell
10,023
-26,841
-73% -$558K ﹤0.01% 4388
2020
Q1 		$673K Sell
36,864
-1,345
-4% -$29.7K ﹤0.01% 3350
2019
Q4 		$897K Buy
38,209
+19,741
+107% +$449K ﹤0.01% 3528
2019
Q3 		$409K Buy
18,468
+8,183
+80% +$179K ﹤0.01% 3969
2019
Q2 		$224K Buy
10,285
+1,168
+13% +$25.1K ﹤0.01% 4412
2019
Q1 		$192K Sell
9,117
-405
-4% -$8.18K ﹤0.01% 4380
2018
Q4 		$175K Buy
9,522
+4,091
+75% +$81.2K ﹤0.01% 4430
2018
Q3 		$116K Hold
5,431
– – ﹤0.01% 4781
2018
Q2 		$108K Hold
5,431
– – ﹤0.01% 4773
2018
Q1 		$106K Buy
5,431
+155
+3% +$3.08K ﹤0.01% 4669
2017
Q4 		$102K Hold
5,276
– – ﹤0.01% 4800
2017
Q3 		$96K Buy
5,276
+3,731
+241% +$66.1K ﹤0.01% 5045
2017
Q2 		$27K Buy
+1,545
New +$26.6K ﹤0.01% 5422

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada's CPTL Position: Q1 2026 in Review

Royal Bank of Canada reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 32% in Q1 2026, selling an estimated $1.38M and leaving 67,776 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Royal Bank of Canada first reported a position in CPTL in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.33M in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Royal Bank of Canada held 67,776 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $2.82M as of Q1 2026.
  • Royal Bank of Canada sold 32,044 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $1.38M.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2847 holding.
  • Royal Bank of Canada first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2017 and has held it in 36 quarters since.
  • Royal Bank of Canada's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $4.33M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.