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CPTL
Global X Morningstar Capital Allocation Leaders ETF
CPTL
CPTL
48.35
USD
+0.05
0.1%
At close
Updated
Sep 18, 4:00 PM EDT
Pre-market
After hours
1 day
0.1%
5 days
0.44%
1 month
-1.61%
3 months
2.18%
6 months
15.37%
Year to date
11.15%
1 year
12.6%
5 years
51.85%
10 years
215.6%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Morgan Stanley
New York
| $39.4M | +$256K | +12,904 | +0.6% |
|
| 2 |
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $2.2M | -$891K | -44,895 | -28% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $475K | -$7.88K | -397 | -2% |
|
| 4 |
FANJ
4
Financial Architects (New Jersey)
Marlton,
New Jersey
| $216K | +$72.1K | +3,635 | +49% |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $106K | +$3.08K | +155 | +3% |
|
| 6 |
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $30K | +$694 | +35 | +2% |
|
| 7 |
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $25K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $25K | +$24.9K | +1,254 | New |
|
| 9 |
9
JP Morgan Chase
New York
| $8K | – | – | – |
|
| 10 |
10
Citigroup
New York
| $6K | – | – | – |
|
| 11 |
CFA
11
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | – | – | – |
|
| 12 |
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$20 | +1 | New |
|
| 13 |
BCI
13
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$198 | +10 | New |
|