Wealthfront Advisers
CPTL

Wealthfront Advisers’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Wealthfront Advisers’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 		$1.17M Buy
28,058
+999
+4% +$43.1K ﹤0.01% 694
2025
Q4 		$1.17M Buy
27,059
+1,745
+7% +$76.4K ﹤0.01% 684
2025
Q3 		$1.09M Buy
25,314
+5,163
+26% +$216K ﹤0.01% 682
2025
Q2 		$814K Buy
20,151
+2,049
+11% +$77.2K ﹤0.01% 723
2025
Q1 		$675K Sell
18,102
-5,659
-24% -$222K ﹤0.01% 728
2024
Q4 		$929K Buy
23,761
+2,122
+10% +$84.3K ﹤0.01% 676
2024
Q3 		$847K Sell
21,639
-1,389
-6% -$52.2K ﹤0.01% 676
2024
Q2 		$852K Sell
23,028
-5,168
-18% -$186K ﹤0.01% 652
2024
Q1 		$1.02M Buy
28,196
+10,739
+62% +$371K ﹤0.01% 612
2023
Q4 		$583K Buy
17,457
+648
+4% +$20.1K ﹤0.01% 684
2023
Q3 		$502K Buy
16,809
+1,045
+7% +$32.5K ﹤0.01% 685
2023
Q2 		$489K Buy
15,764
+75
+0.5% +$2.24K ﹤0.01% 682
2023
Q1 		$463K Sell
15,689
-765
-5% -$22.1K ﹤0.01% 676
2022
Q4 		$456K Sell
16,454
-346
-2% -$9.59K ﹤0.01% 651
2022
Q3 		$429K Buy
16,800
+1,121
+7% +$31.8K ﹤0.01% 629
2022
Q2 		$419K Buy
15,679
+1,590
+11% +$46.3K ﹤0.01% 620
2022
Q1 		$457K Buy
14,089
+3,345
+31% +$106K ﹤0.01% 643
2021
Q4 		$370K Buy
10,744
+3,504
+48% +$117K ﹤0.01% 641
2021
Q3 		$227K Buy
+7,240
New +$234K ﹤0.01% 667

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthfront Advisers's CPTL Position: Q1 2026 in Review

Wealthfront Advisers increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 3.7% in Q1 2026, buying an estimated $43.1K and bringing the position to 28,058 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Wealthfront Advisers first reported a position in CPTL in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Wealthfront Advisers held 28,058 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $1.17M as of Q1 2026.
  • Wealthfront Advisers bought 999 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $43.1K.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #694 holding.
  • Wealthfront Advisers first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $1.17M in Q4 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 Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.