CW
KRMA

Curio Wealth’s Global X Conscious Companies ETF KRMA Stock Holding History

Curio Wealth’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 		$415 Hold
10
– – ﹤0.01% 541
2025
Q4 		$449 Hold
10
– – ﹤0.01% 404
2025
Q3 		$431 Buy
+10
New +$418 ﹤0.01% 262

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

Curio Wealth's KRMA Position: Q1 2026 in Review

Curio Wealth held its Global X Conscious Companies ETF (KRMA) position steady in Q1 2026 at 10 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Curio Wealth first reported a position in KRMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $449 in Q4 2025. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

  • Curio Wealth held 10 shares of Global X Conscious Companies ETF worth $415 as of Q1 2026.
  • Curio Wealth left its Global X Conscious Companies ETF share count unchanged in Q1 2026.
  • Global X Conscious Companies ETF made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #541 holding.
  • Curio Wealth first reported a position in Global X Conscious Companies ETF in Q3 2025 and has held it in 3 quarters since.
  • Curio Wealth's Global X Conscious Companies ETF position peaked at $449 in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.