Carson Wealth (CWM LLC)
KRMA

Carson Wealth (CWM LLC)’s Global X Conscious Companies ETF KRMA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$136 Buy
+3
New +$129 ﹤0.01% 5559
2023
Q4 		– Sell
-309
Closed -$9K – 4337
2023
Q3 		$9K Buy
+309
New +$9.61K ﹤0.01% 3196

Other funds holding KRMA

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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $436M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KRMA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Global X Conscious Companies ETF (KRMA) in Q1 2026: 3 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #5559 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in KRMA as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in KRMA in Q3 2023 and has held it in 2 quarters since. The position peaked at $9K in Q3 2023. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3 shares of Global X Conscious Companies ETF worth $136 as of Q1 2026.
  • Global X Conscious Companies ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Global X Conscious Companies ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5559 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Conscious Companies ETF in Q3 2023 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Conscious Companies ETF position peaked at $9K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.