SS
CPTL

SBI Securities’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

SBI Securities’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 		$4.7K Hold
100
– – ﹤0.01% 2204
2026
Q1 		$4.16K Buy
100
+4
+4% +$173 ﹤0.01% 2112
2025
Q4 		$4.17K Sell
96
-32
-25% -$1.4K ﹤0.01% 2095
2025
Q3 		$5.52K Sell
128
-11
-8% -$460 ﹤0.01% 1999
2025
Q2 		$5.61K Sell
139
-6
-4% -$226 ﹤0.01% 1938
2025
Q1 		$5.4K Sell
145
-4
-3% -$157 ﹤0.01% 1865
2024
Q4 		$5.82K Buy
+149
New +$5.92K ﹤0.01% 1874

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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

SBI Securities's CPTL Position: Q2 2026 in Review

SBI Securities held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 100 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

SBI Securities first reported a position in CPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82K in Q4 2024. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • SBI Securities held 100 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $4.7K as of Q2 2026.
  • SBI Securities left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2204 holding.
  • SBI Securities first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $5.82K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.