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Global X Fds conscious cos shares owned by Creative Planning

Quarter-by-quarter ownership of Global X Fds conscious cos (CPTL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Global X Fds conscious cos

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds conscious cos held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds conscious cos by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 5.0k 46.98
2026-03-31 $207k 5.0k 41.55
2021-12-31 $211k 6.1k 34.48

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View all positions for Creative Planning

Top funds holding Global X Fds conscious cos

LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Kingsview Wealth Management
Napier Financial
Goldman Sachs Group
Wealthfront Advisers
HighTower Advisors
Bank of America Corporation
Susquehanna International
Seeds Investor
Perennial Investment Advisors
Stifel Financial
APS Management Group
Syntegra Private Wealth Group

View all funds holding Global X Fds conscious cos