Creative Planning
KRMA icon

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

Creative Planning’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 		$207K Buy
+4,974
New +$215K ﹤0.01% 3710
2022
Q1 		– Sell
-6,120
Closed -$211K – 2398
2021
Q4 		$211K Buy
+6,120
New +$205K ﹤0.01% 1837

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

Creative Planning's KRMA Position: Q1 2026 in Review

Creative Planning opened a new position in Global X Conscious Companies ETF (KRMA) in Q1 2026: 4,974 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3710 among its holdings. This is a return to the name: Creative Planning previously reported a position in KRMA as recently as Q4 2021.

Creative Planning first reported a position in KRMA in Q4 2021 and has held it in 2 quarters since. The position peaked at $211K in Q4 2021. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

  • Creative Planning held 4,974 shares of Global X Conscious Companies ETF worth $207K as of Q1 2026.
  • Global X Conscious Companies ETF was a new Creative Planning position in Q1 2026.
  • Global X Conscious Companies ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3710 holding.
  • Creative Planning first reported a position in Global X Conscious Companies ETF in Q4 2021 and has held it in 2 quarters since.
  • Creative Planning's Global X Conscious Companies ETF position peaked at $211K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.