Cetera Investment Advisers’s Global X Conscious Companies ETF KRMA Stock Holding History

Cetera Investment Advisers’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
2024 Q3	–	Sell	-8,893	Closed	-$329K	–	3844
2024 Q2	$329K	Sell	8,893 -27,030	-75%	-$973K	﹤0.01%	2944
2024 Q1	$1.3M	Buy	35,923 +1,281	+4%	+$44.3K	﹤0.01%	1871
2023 Q4	$1.16M	Buy	34,642 +4,828	+16%	+$150K	0.01%	1026
2023 Q3	$890K	Buy	+29,814	New	+$927K	0.01%	1097
2022 Q2	–	Sell	-17,307	Closed	-$561K	–	1901
2022 Q1	$561K	Buy	17,307 +236	+1%	+$7.51K	0.01%	1092
2021 Q4	$588K	Buy	17,071 +160	+0.9%	+$5.35K	0.01%	1089
2021 Q3	$530K	Buy	16,911 +1,509	+10%	+$48.7K	0.01%	1109
2021 Q2	$482K	Buy	15,402 +92	+0.6%	+$2.82K	0.01%	1143
2021 Q1	$446K	Buy	15,310 +769	+5%	+$21.7K	0.01%	1042
2020 Q4	$397K	Buy	+14,541	New	+$377K	0.01%	1087

Other funds holding KRMA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

GIA

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

Cetera Investment Advisers's KRMA Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Global X Conscious Companies ETF (KRMA) in Q3 2024, closing a stake of 8,893 shares — an estimated $329K sold.

Cetera Investment Advisers first reported a position in KRMA in Q4 2020 and held it in 10 quarters. The position peaked at $1.3M in Q1 2024. 43 funds tracked by Wall St. Rank hold KRMA as of Q3 2024.

Cetera Investment Advisers reported no remaining Global X Conscious Companies ETF position as of Q3 2024 after selling out during the quarter.
Cetera Investment Advisers sold 8,893 Global X Conscious Companies ETF shares in Q3 2024, an estimated $329K.
Cetera Investment Advisers first reported a position in Global X Conscious Companies ETF in Q4 2020 and held it in 10 quarters.
Cetera Investment Advisers's Global X Conscious Companies ETF position peaked at $1.3M in Q1 2024.
43 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.