BW
KRMA

Bison Wealth’s Global X Conscious Companies ETF KRMA Stock Holding History

Bison Wealth’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
2022
Q3 		– Sell
-50
Closed -$1K – 303
2022
Q2 		$1K Hold
50
– – ﹤0.01% 320
2022
Q1 		$2K Hold
50
– – ﹤0.01% 357
2021
Q4 		$2K Hold
50
– – ﹤0.01% 349
2021
Q3 		$2K Hold
50
– – ﹤0.01% 465
2021
Q2 		$2K Hold
50
– – ﹤0.01% 453
2021
Q1 		$1K Hold
50
– – ﹤0.01% 463
2020
Q4 		$1K Hold
50
– – ﹤0.01% 410
2020
Q3 		$1K Buy
+50
New +$1.19K ﹤0.01% 364

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Bison Wealth's KRMA Position: Q3 2022 in Review

Bison Wealth sold out of Global X Conscious Companies ETF (KRMA) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Bison Wealth first reported a position in KRMA in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 34 funds tracked by Wall St. Rank hold KRMA as of Q3 2022.

  • Bison Wealth reported no remaining Global X Conscious Companies ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 50 Global X Conscious Companies ETF shares in Q3 2022, an estimated $1K.
  • Bison Wealth first reported a position in Global X Conscious Companies ETF in Q3 2020 and held it in 8 quarters.
  • Bison Wealth's Global X Conscious Companies ETF position peaked at $2K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.