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

Stegent Equity 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
2022 Q2	–	Sell	-10,253	Closed	-$332K	–	79
2022 Q1	$332K	Buy	10,253 +34	+0.3%	+$1.08K	0.28%	71
2021 Q4	$352K	Buy	+10,219	New	+$342K	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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KWM

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

Stegent Equity Advisors's KRMA Position: Q2 2022 in Review

Stegent Equity Advisors sold out of Global X Conscious Companies ETF (KRMA) in Q2 2022, closing a stake of 10,253 shares — an estimated $332K sold.

Stegent Equity Advisors first reported a position in KRMA in Q4 2021 and held it in 2 quarters. The position peaked at $352K in Q4 2021. 38 funds tracked by Wall St. Rank hold KRMA as of Q2 2022.

Stegent Equity Advisors reported no remaining Global X Conscious Companies ETF position as of Q2 2022 after selling out during the quarter.
Stegent Equity Advisors sold 10,253 Global X Conscious Companies ETF shares in Q2 2022, an estimated $332K.
Stegent Equity Advisors first reported a position in Global X Conscious Companies ETF in Q4 2021 and held it in 2 quarters.
Stegent Equity Advisors's Global X Conscious Companies ETF position peaked at $352K in Q4 2021.
38 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.