AF
KRMA

Allworth Financial’s Global X Conscious Companies ETF KRMA Stock Holding History

Allworth Financial’s Portfolio KRMA Stock Details KRMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,581
Closed -$145K – 4125
2024
Q4 		$145K Hold
3,581
– – ﹤0.01% 1080
2024
Q3 		$140K Hold
3,581
– – ﹤0.01% 934
2024
Q2 		$133K Hold
3,581
– – ﹤0.01% 960
2024
Q1 		$130K Hold
3,581
– – ﹤0.01% 930
2023
Q4 		$120K Sell
3,581
-779
-18% -$24.2K ﹤0.01% 884
2023
Q3 		$130K Buy
4,360
+779
+22% +$24.2K ﹤0.01% 794
2023
Q2 		$111K Buy
+3,581
New +$107K ﹤0.01% 862

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Allworth Financial's KRMA Position: Q1 2025 in Review

Allworth Financial sold out of Global X Conscious Companies ETF (KRMA) in Q1 2025, closing a stake of 3,581 shares — an estimated $145K sold.

Allworth Financial first reported a position in KRMA in Q2 2023 and held it in 7 quarters. The position peaked at $145K in Q4 2024. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2025.

  • Allworth Financial reported no remaining Global X Conscious Companies ETF position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 3,581 Global X Conscious Companies ETF shares in Q1 2025, an estimated $145K.
  • Allworth Financial first reported a position in Global X Conscious Companies ETF in Q2 2023 and held it in 7 quarters.
  • Allworth Financial's Global X Conscious Companies ETF position peaked at $145K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.