IA
KRMA

IFP Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History

IFP Advisors’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
2020
Q2 		– Sell
-1,522
Closed -$31.6K – 2850
2020
Q1 		$29K Buy
1,522
+582
+62% +$12.8K ﹤0.01% 1347
2019
Q4 		$23K Buy
+940
New +$21.4K ﹤0.01% 1561
2019
Q1 		– Sell
-1,687
Closed -$31K – 2925
2018
Q4 		$31K Hold
1,687
– – ﹤0.01% 1884
2018
Q3 		$36K Hold
1,687
– – ﹤0.01% 2084
2018
Q2 		$34K Buy
+1,687
New +$33.4K ﹤0.01% 2145

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's KRMA Position: Q2 2020 in Review

IFP Advisors sold out of Global X Conscious Companies ETF (KRMA) in Q2 2020, closing a stake of 1,522 shares — an estimated $31.6K sold.

IFP Advisors first reported a position in KRMA in Q2 2018 and held it in 5 quarters. The position peaked at $36K in Q3 2018. 22 funds tracked by Wall St. Rank hold KRMA as of Q2 2020.

  • IFP Advisors reported no remaining Global X Conscious Companies ETF position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 1,522 Global X Conscious Companies ETF shares in Q2 2020, an estimated $31.6K.
  • IFP Advisors first reported a position in Global X Conscious Companies ETF in Q2 2018 and held it in 5 quarters.
  • IFP Advisors's Global X Conscious Companies ETF position peaked at $36K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.