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BOLTON SECURITIES CORPORATION’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$12.7K Buy
+306
New +$13.2K ﹤0.01% 1559

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Napier Financial
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CPTL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026: 306 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings.

43 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 306 shares of Global X Morningstar Capital Allocation Leaders ETF worth $12.7K as of Q1 2026.
  • Global X Morningstar Capital Allocation Leaders ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1559 holding.
  • 43 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.