Kestra Private Wealth Services’s Global X Conscious Companies ETF KRMA Stock Holding History

Kestra Private Wealth Services’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
2021 Q1	–	Sell	-9,738	Closed	-$265K	–	826
2020 Q4	$265K	Sell	9,738 -124,330	-93%	-$3.23M	0.02%	592
2020 Q3	$3.35M	Buy	+134,068	New	+$3.19M	0.29%	80

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PIA

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

Kestra Private Wealth Services's KRMA Position: Q1 2021 in Review

Kestra Private Wealth Services sold out of Global X Conscious Companies ETF (KRMA) in Q1 2021, closing a stake of 9,738 shares — an estimated $265K sold.

Kestra Private Wealth Services first reported a position in KRMA in Q3 2020 and held it in 2 quarters. The position peaked at $3.35M in Q3 2020. 36 funds tracked by Wall St. Rank hold KRMA as of Q1 2021.

Kestra Private Wealth Services reported no remaining Global X Conscious Companies ETF position as of Q1 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 9,738 Global X Conscious Companies ETF shares in Q1 2021, an estimated $265K.
Kestra Private Wealth Services first reported a position in Global X Conscious Companies ETF in Q3 2020 and held it in 2 quarters.
Kestra Private Wealth Services's Global X Conscious Companies ETF position peaked at $3.35M in Q3 2020.
36 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2021.

Based on Kestra Private Wealth Services's 13F filing for Q1 2021, filed 11 May 2021.