Tradition Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-1,303	Closed	-$44K	–	827
2023 Q4	$44K	Hold	1,303	–	–	﹤0.01%	658
2023 Q3	$39K	Sell	1,303 -277	-18%	-$8.62K	﹤0.01%	669
2023 Q2	$49K	Hold	1,580	–	–	0.01%	625
2023 Q1	$47K	Buy	1,580 +7	+0.4%	+$202	0.01%	622
2022 Q4	$44K	Buy	1,573 +185	+13%	+$5.13K	0.01%	566
2022 Q3	$35K	Buy	1,388 +141	+11%	+$3.99K	0.01%	612
2022 Q2	$33K	Hold	1,247	–	–	﹤0.01%	545
2022 Q1	$40K	Buy	1,247 +9	+0.7%	+$286	0.01%	562
2021 Q4	$43K	Hold	1,238	–	–	0.01%	561
2021 Q3	$39K	Buy	1,238 +165	+15%	+$5.33K	0.01%	572
2021 Q2	$34K	Buy	1,073 +199	+23%	+$6.09K	0.01%	633
2021 Q1	$25K	Buy	874 +5	+0.6%	+$141	﹤0.01%	590
2020 Q4	$24K	Buy	+869	New	+$22.5K	﹤0.01%	552

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

GIA

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

Goldman Sachs New York $871B AUM 31.28% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

KWM

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

Tradition Wealth Management's KRMA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Conscious Companies ETF (KRMA) in Q1 2024, closing a stake of 1,303 shares — an estimated $44K sold.

Tradition Wealth Management first reported a position in KRMA in Q4 2020 and held it in 13 quarters. The position peaked at $49K in Q2 2023. 43 funds tracked by Wall St. Rank hold KRMA as of Q1 2024.

Tradition Wealth Management reported no remaining Global X Conscious Companies ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,303 Global X Conscious Companies ETF shares in Q1 2024, an estimated $44K.
Tradition Wealth Management first reported a position in Global X Conscious Companies ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Global X Conscious Companies ETF position peaked at $49K in Q2 2023.
43 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.