Snowden Capital Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Snowden Capital Advisors’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	$289K	Hold	6,950	–	–	0.01%	1052
2025 Q4	$308K	Hold	6,950	–	–	0.01%	1030
2025 Q3	$300K	Hold	6,950	–	–	0.01%	1028
2025 Q2	$282K	Hold	6,950	–	–	0.01%	1033
2025 Q1	$259K	Hold	6,950	–	–	0.01%	1047
2024 Q4	$273K	Hold	6,950	–	–	0.01%	1026
2024 Q3	$272K	Hold	6,950	–	–	0.01%	1046
2024 Q2	$258K	Sell	6,950 -100	-1%	-$3.6K	0.01%	1031
2024 Q1	$255K	Hold	7,050	–	–	0.01%	1030
2023 Q4	$235K	Hold	7,050	–	–	0.01%	1020
2023 Q3	$211K	Hold	7,050	–	–	0.01%	999
2023 Q2	$219K	Hold	7,050	–	–	0.01%	1070
2023 Q1	$208K	Buy	+7,050	New	+$203K	0.01%	1068
2022 Q2	–	Sell	-6,450	Closed	-$209K	–	1154
2022 Q1	$209K	Hold	6,450	–	–	0.01%	962
2021 Q4	$222K	Hold	6,450	–	–	0.01%	646
2021 Q3	$202K	Hold	6,450	–	–	0.01%	834
2021 Q2	$202K	Buy	+6,450	New	+$197K	0.01%	840

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Snowden Capital Advisors's CPTL Position: Q1 2026 in Review

Snowden Capital Advisors held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q1 2026 at 6,950 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1052.

Snowden Capital Advisors first reported a position in CPTL in Q2 2021 and has held it in 17 quarters since. The position peaked at $308K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Snowden Capital Advisors held 6,950 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $289K as of Q1 2026.
Snowden Capital Advisors left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1052 holding.
Snowden Capital Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2021 and has held it in 17 quarters since.
Snowden Capital Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $308K 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 Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.