WCG Wealth Advisors’s Global X Conscious Companies ETF KRMA Stock Holding History

WCG Wealth 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
2023 Q2	–	Sell	-55,268	Closed	-$1.63M	–	179
2023 Q1	$1.63M	Sell	55,268 -377	-0.7%	-$10.9K	0.21%	88
2022 Q4	$1.54M	Buy	55,645 +2,748	+5%	+$76.2K	0.21%	87
2022 Q3	$1.45M	Sell	52,897 -2,153	-4%	-$61K	0.19%	101
2022 Q2	$1.47M	Buy	+55,050	New	+$1.6M	0.2%	89

Other funds holding KRMA

Daiwa Securities Group

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

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

Bank of America

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

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

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

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