Western Wealth Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Western Wealth Management’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	$430K	Buy	10,351 +34	+0.3%	+$1.47K	0.02%	681
2025 Q4	$448K	Sell	10,317 -4	-0%	-$175	0.02%	544
2025 Q3	$445K	Sell	10,321 -462	-4%	-$19.3K	0.02%	471
2025 Q2	$435K	Hold	10,783	–	–	0.03%	449
2025 Q1	$402K	Buy	10,783 +25	+0.2%	+$979	0.03%	443
2024 Q4	$421K	Sell	10,758 -1,141	-10%	-$45.3K	0.03%	428
2024 Q3	$466K	Buy	11,899 +162	+1%	+$6.09K	0.03%	485
2024 Q2	$434K	Hold	11,737	–	–	0.03%	401
2024 Q1	$425K	Buy	11,737 +362	+3%	+$12.5K	0.03%	412
2023 Q4	$380K	Buy	+11,375	New	+$354K	0.03%	481

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's CPTL Position: Q1 2026 in Review

Western Wealth Management increased its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 0.33% in Q1 2026, buying an estimated $1.47K and bringing the position to 10,351 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #681.

Western Wealth Management first reported a position in CPTL in Q4 2023 and has held it in 10 quarters since. The position peaked at $466K in Q3 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Western Wealth Management held 10,351 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $430K as of Q1 2026.
Western Wealth Management bought 34 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $1.47K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #681 holding.
Western Wealth Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2023 and has held it in 10 quarters since.
Western Wealth Management's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $466K in Q3 2024.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.