Stifel Financial’s 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 Q2	$597K	Sell	12,705 -5,500	-30%	-$254K	﹤0.01%	2866
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's CPTL Position: Q2 2026 in Review

Stifel Financial reduced its Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 30% in Q2 2026, selling an estimated $254K and leaving 12,705 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Stifel Financial first reported a position in CPTL in Q2 2021 and has held it in 21 quarters since. The position peaked at $856K in Q2 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Stifel Financial held 12,705 shares of Global X Morningstar Capital Allocation Leaders ETF worth $597K as of Q2 2026.
Stifel Financial sold 5,500 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $254K.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2866 holding.
Stifel Financial first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q2 2021 and has held it in 21 quarters since.
Stifel Financial's Global X Morningstar Capital Allocation Leaders ETF position peaked at $856K in Q2 2025.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.