SFP
KRMA

Sweet Financial Partners’s Global X Conscious Companies ETF KRMA Stock Holding History

Sweet Financial Partners’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
Q4 		– Sell
-12,635
Closed -$322K – 171
2022
Q3 		$322K Hold
12,635
– – 0.1% 124
2022
Q2 		$338K Hold
12,635
– – 0.11% 120
2022
Q1 		$410K Hold
12,635
– – 0.11% 114
2021
Q4 		$436K Buy
+12,635
New +$423K 0.18% 81

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Sweet Financial Partners's KRMA Position: Q4 2022 in Review

Sweet Financial Partners sold out of Global X Conscious Companies ETF (KRMA) in Q4 2022, closing a stake of 12,635 shares — an estimated $322K sold.

Sweet Financial Partners first reported a position in KRMA in Q4 2021 and held it in 4 quarters. The position peaked at $436K in Q4 2021. 40 funds tracked by Wall St. Rank hold KRMA as of Q4 2022.

  • Sweet Financial Partners reported no remaining Global X Conscious Companies ETF position as of Q4 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 12,635 Global X Conscious Companies ETF shares in Q4 2022, an estimated $322K.
  • Sweet Financial Partners first reported a position in Global X Conscious Companies ETF in Q4 2021 and held it in 4 quarters.
  • Sweet Financial Partners's Global X Conscious Companies ETF position peaked at $436K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q4 2022.

Based on Sweet Financial Partners's 13F filing for Q4 2022, filed 19 Jan 2023.