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CPTL
Global X Morningstar Capital Allocation Leaders ETF
CPTL
CPTL
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $41.2M | +$756K | +38,222 | +2% |
|
|
RJFSA
2
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $2.22M | -$35.7K | -1,807 | -2% |
|
|
FANJ
3
Financial Architects (New Jersey)
Marlton,
New Jersey
| $247K | +$25.4K | +1,285 | +12% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $108K | – | – | – |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $34K | +$33.4K | +1,687 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $30K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $28K | +$3.05K | +154 | +12% |
|
8
JP Morgan Chase
New York
| $8K | – | – | – |
|
9
Citigroup
New York
| $6K | – | – | – |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | – | – | – |
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$475K | -24,699 | Closed |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| – | -$25K | -1,300 | Closed |
|