MAI Capital Management’s Global X Conscious Companies ETF KRMA Stock Holding History

MAI Capital Management’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	$12.3K	Buy	295 +6	+2%	+$259	﹤0.01%	3055
2025 Q4	$12.5K	Hold	289	–	–	﹤0.01%	2750
2025 Q3	$12.5K	Buy	289 +1	+0.3%	+$42	﹤0.01%	2649
2025 Q2	$11.6K	Hold	288	–	–	﹤0.01%	2643
2025 Q1	$10.7K	Buy	288 +2	+0.7%	+$78	﹤0.01%	2456
2024 Q4	$11.2K	Buy	+286	New	+$11.4K	﹤0.01%	2471

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

MAI Capital Management's KRMA Position: Q1 2026 in Review

MAI Capital Management increased its Global X Conscious Companies ETF (KRMA) stake by 2.1% in Q1 2026, buying an estimated $259 and bringing the position to 295 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

MAI Capital Management first reported a position in KRMA in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.5K in Q4 2025. 42 funds tracked by Wall St. Rank hold KRMA as of Q1 2026.

MAI Capital Management held 295 shares of Global X Conscious Companies ETF worth $12.3K as of Q1 2026.
MAI Capital Management bought 6 Global X Conscious Companies ETF shares in Q1 2026, an estimated $259.
Global X Conscious Companies ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3055 holding.
MAI Capital Management first reported a position in Global X Conscious Companies ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's Global X Conscious Companies ETF position peaked at $12.5K in Q4 2025.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.