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

Summit 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	$322K	Buy	+6,838	New	+$315K	﹤0.01%	1294

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

Summit Financial's CPTL Position: Q2 2026 in Review

Summit Financial opened a new position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026: 6,838 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Summit Financial held 6,838 shares of Global X Morningstar Capital Allocation Leaders ETF worth $322K as of Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF was a new Summit Financial position in Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1294 holding.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

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