Syntegra Private Wealth Group’s 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

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

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

Syntegra Private Wealth Group reduced its 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. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Syntegra Private Wealth Group held 10,784 shares of Global X Morningstar Capital Allocation Leaders ETF worth $507K as of Q2 2026.
Syntegra Private Wealth Group sold 192 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $8.85K.
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 Morningstar Capital Allocation Leaders ETF in Q1 2023 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held 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.