SPWG
CPTL

Syntegra Private Wealth Group’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Syntegra Private Wealth Group’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 		$507K Sell
10,784
-192
-2% -$8.85K 0.04% 120
2026
Q1 		$456K Buy
10,976
+1,418
+15% +$61.2K 0.04% 115
2025
Q4 		$415K Sell
9,558
-1,378
-13% -$60.3K 0.04% 127
2025
Q3 		$472K Buy
10,936
+1,011
+10% +$42.3K 0.04% 111
2025
Q2 		$401K Sell
9,925
-1,911
-16% -$72K 0.04% 118
2025
Q1 		$441K Sell
11,836
-541
-4% -$21.2K 0.05% 89
2024
Q4 		$484K Buy
12,377
+160
+1% +$6.36K 0.05% 83
2024
Q3 		$478K Buy
12,217
+1,948
+19% +$73.3K 0.06% 80
2024
Q2 		$380K Sell
10,269
-699
-6% -$25.2K 0.05% 95
2024
Q1 		$397K Sell
10,968
-135
-1% -$4.67K 0.05% 89
2023
Q4 		$371K Sell
11,103
-144
-1% -$4.48K 0.05% 85
2023
Q3 		$336K Sell
11,247
-229
-2% -$7.12K 0.05% 87
2023
Q2 		$356K Buy
11,476
+3
+0% +$90 0.05% 91
2023
Q1 		$338K Buy
+11,473
New +$331K 0.06% 90

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
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
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Syntegra Private Wealth Group's CPTL Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 1.7% in Q2 2026, selling an estimated $8.85K and leaving 10,784 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #120.

Syntegra Private Wealth Group first reported a position in CPTL in Q1 2023 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Syntegra Private Wealth Group held 10,784 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $507K as of Q2 2026.
  • Syntegra Private Wealth Group sold 192 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $8.85K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #120 holding.
  • Syntegra Private Wealth Group first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2023 and has held it in 14 quarters since.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.