SageView Advisory Group’s Global X Conscious Companies ETF KRMA Stock Holding History

SageView Advisory Group’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 Q4	$39.6K	Buy	+913	New	+$40K	﹤0.01%	1171

Other funds holding KRMA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PIA

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

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

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

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

SageView Advisory Group's KRMA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Global X Conscious Companies ETF (KRMA) in Q4 2025: 913 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings.

42 funds tracked by Wall St. Rank hold KRMA as of Q4 2025.

SageView Advisory Group held 913 shares of Global X Conscious Companies ETF worth $39.6K as of Q4 2025.
Global X Conscious Companies ETF was a new SageView Advisory Group position in Q4 2025.
Global X Conscious Companies ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1171 holding.
42 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.