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

Creative Financial Designs’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	$3.32K	Hold	80	–	–	﹤0.01%	1686
2025 Q4	$3.47K	Hold	80	–	–	﹤0.01%	1593
2025 Q3	$3.45K	Hold	80	–	–	﹤0.01%	1607
2025 Q2	$3.23K	Hold	80	–	–	﹤0.01%	1604
2025 Q1	$2.98K	Hold	80	–	–	﹤0.01%	1600
2024 Q4	$3.13K	Hold	80	–	–	﹤0.01%	1512
2024 Q3	$3.13K	Hold	80	–	–	﹤0.01%	1470
2024 Q2	$2.96K	Hold	80	–	–	﹤0.01%	1429
2024 Q1	$2.9K	Hold	80	–	–	﹤0.01%	1430
2023 Q4	$2.67K	Hold	80	–	–	﹤0.01%	1382
2023 Q3	$2.39K	Hold	80	–	–	﹤0.01%	1317
2023 Q2	$2.48K	Hold	80	–	–	﹤0.01%	1282
2023 Q1	$2.36K	Hold	80	–	–	﹤0.01%	1239
2022 Q4	$2.21K	Hold	80	–	–	﹤0.01%	1150
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	1175
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	1131
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	1123
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	1088
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	1253
2021 Q2	$3K	Hold	80	–	–	﹤0.01%	1266
2021 Q1	$2K	Buy	+80	New	+$2.26K	﹤0.01%	1216

Other funds holding KRMA

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $436M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Creative Financial Designs's KRMA Position: Q1 2026 in Review

Creative Financial Designs held its Global X Conscious Companies ETF (KRMA) position steady in Q1 2026 at 80 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Creative Financial Designs first reported a position in KRMA in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.47K in Q4 2025. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

Creative Financial Designs held 80 shares of Global X Conscious Companies ETF worth $3.32K as of Q1 2026.
Creative Financial Designs left its Global X Conscious Companies ETF share count unchanged in Q1 2026.
Global X Conscious Companies ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1686 holding.
Creative Financial Designs first reported a position in Global X Conscious Companies ETF in Q1 2021 and has held it in 21 quarters since.
Creative Financial Designs's Global X Conscious Companies ETF position peaked at $3.47K in Q4 2025.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.