Stifel Financial
CPTL

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

Stifel 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
Q1 		$756K Sell
18,205
-1,000
-5% -$43.2K ﹤0.01% 2618
2025
Q4 		$834K Buy
19,205
+500
+3% +$21.9K ﹤0.01% 2557
2025
Q3 		$807K Sell
18,705
-2,500
-12% -$105K ﹤0.01% 2526
2025
Q2 		$856K Buy
21,205
+150
+0.7% +$5.65K ﹤0.01% 2436
2025
Q1 		$785K Hold
21,055
– – ﹤0.01% 2389
2024
Q4 		$823K Sell
21,055
-600
-3% -$23.8K ﹤0.01% 2374
2024
Q3 		$848K Sell
21,655
-500
-2% -$18.8K ﹤0.01% 2342
2024
Q2 		$819K Buy
22,155
+100
+0.5% +$3.6K ﹤0.01% 2308
2024
Q1 		$799K Sell
22,055
-900
-4% -$31.1K ﹤0.01% 2329
2023
Q4 		$767K Sell
22,955
-1,000
-4% -$31.1K ﹤0.01% 2304
2023
Q3 		$715K Hold
23,955
– – ﹤0.01% 2276
2023
Q2 		$743K Hold
23,955
– – ﹤0.01% 2272
2023
Q1 		$706K Buy
23,955
+30
+0.1% +$865 ﹤0.01% 2305
2022
Q4 		$662K Buy
23,925
+9,525
+66% +$264K ﹤0.01% 2305
2022
Q3 		$367K Buy
14,400
+2,550
+22% +$72.2K ﹤0.01% 2620
2022
Q2 		$317K Buy
11,850
+5,000
+73% +$146K ﹤0.01% 2721
2022
Q1 		$222K Hold
6,850
– – ﹤0.01% 3059
2021
Q4 		$236K Hold
6,850
– – ﹤0.01% 3058
2021
Q3 		$215K Hold
6,850
– – ﹤0.01% 3098
2021
Q2 		$214K Buy
+6,850
New +$210K ﹤0.01% 3109

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
Royal Bank of Canada
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
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

Stifel Financial's CPTL Position: Q1 2026 in Review

Stifel Financial reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 5.2% in Q1 2026, selling an estimated $43.2K and leaving 18,205 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Stifel Financial first reported a position in CPTL in Q2 2021 and has held it in 20 quarters since. The position peaked at $856K in Q2 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Stifel Financial held 18,205 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $756K as of Q1 2026.
  • Stifel Financial sold 1,000 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $43.2K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2618 holding.
  • Stifel Financial first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2021 and has held it in 20 quarters since.
  • Stifel Financial's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $856K in Q2 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 Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.