Cardan Capital Partners’s Global X Conscious Companies ETF KRMA Stock Holding History

Cardan Capital Partners’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
2021 Q3	$220K	Buy	7,007 +231	+3%	+$7.46K	0.02%	232
2021 Q2	$212K	Buy	+6,776	New	+$207K	0.02%	240

Other funds holding KRMA

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Cardan Capital Partners's KRMA Position: Q3 2021 in Review

Cardan Capital Partners increased its Global X Conscious Companies ETF (KRMA) stake by 3.4% in Q3 2021, buying an estimated $7.46K and bringing the position to 7,007 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #232.

Cardan Capital Partners first reported a position in KRMA in Q2 2021 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold KRMA as of Q3 2021.

Cardan Capital Partners held 7,007 shares of Global X Conscious Companies ETF worth $220K as of Q3 2021.
Cardan Capital Partners bought 231 Global X Conscious Companies ETF shares in Q3 2021, an estimated $7.46K.
Global X Conscious Companies ETF made up 0.02% of Cardan Capital Partners's portfolio in Q3 2021, its #232 holding.
Cardan Capital Partners first reported a position in Global X Conscious Companies ETF in Q2 2021 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.