Gladstone Institutional Advisory’s Global X Conscious Companies ETF KRMA Stock Holding History

Gladstone Institutional Advisory’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
2025 Q2	–	Sell	-5,974	Closed	-$223K	–	776
2025 Q1	$223K	Sell	5,974 -16,166	-73%	-$633K	0.01%	664
2024 Q4	$865K	Sell	22,140 -5,712	-21%	-$227K	0.04%	351
2024 Q3	$1.09M	Sell	27,852 -56,662	-67%	-$2.13M	0.05%	314
2024 Q2	$3.13M	Sell	84,514 -68,679	-45%	-$2.47M	0.16%	160
2024 Q1	$5.55M	Sell	153,193 -63,587	-29%	-$2.2M	0.3%	83
2023 Q4	$7.24M	Buy	216,780 +1,443	+0.7%	+$44.9K	0.41%	58
2023 Q3	$6.43M	Sell	215,337 -1,621	-0.7%	-$50.4K	0.42%	54
2023 Q2	$6.73M	Sell	216,958 -36,898	-15%	-$1.1M	0.41%	57
2023 Q1	$7.49M	Buy	253,856 +14,547	+6%	+$420K	0.48%	41
2022 Q4	$6.63M	Buy	239,309 +149,800	+167%	+$4.15M	0.47%	44
2022 Q3	$2.28M	Buy	89,509 +27,392	+44%	+$776K	0.18%	145
2022 Q2	$1.66M	Buy	62,117 +7,957	+15%	+$232K	0.13%	179
2022 Q1	$1.76M	Sell	54,160 -2,401	-4%	-$76.4K	0.12%	202
2021 Q4	$1.95M	Buy	56,561 +8,269	+17%	+$277K	0.15%	179
2021 Q3	$1.51M	Buy	+48,292	New	+$1.56M	0.15%	180

Other funds holding KRMA

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gladstone Institutional Advisory's KRMA Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of Global X Conscious Companies ETF (KRMA) in Q2 2025, closing a stake of 5,974 shares — an estimated $223K sold.

Gladstone Institutional Advisory first reported a position in KRMA in Q3 2021 and held it in 15 quarters. The position peaked at $7.49M in Q1 2023. 40 funds tracked by Wall St. Rank hold KRMA as of Q2 2025.

Gladstone Institutional Advisory reported no remaining Global X Conscious Companies ETF position as of Q2 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,974 Global X Conscious Companies ETF shares in Q2 2025, an estimated $223K.
Gladstone Institutional Advisory first reported a position in Global X Conscious Companies ETF in Q3 2021 and held it in 15 quarters.
Gladstone Institutional Advisory's Global X Conscious Companies ETF position peaked at $7.49M in Q1 2023.
40 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.