Golden State Equity Partners’s Global X Conscious Companies ETF KRMA Stock Holding History

Golden State Equity Partners’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	$70K	Buy	+1,684	New	+$72.7K	0.01%	811

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

Golden State Equity Partners's KRMA Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Global X Conscious Companies ETF (KRMA) in Q1 2026: 1,684 shares worth $70K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings.

42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

Golden State Equity Partners held 1,684 shares of Global X Conscious Companies ETF worth $70K as of Q1 2026.
Global X Conscious Companies ETF was a new Golden State Equity Partners position in Q1 2026.
Global X Conscious Companies ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #811 holding.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.