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 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

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 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

WCG Wealth Advisors's KRMA Position: Q2 2023 in Review

WCG Wealth Advisors sold out of Global X Conscious Companies ETF (KRMA) in Q2 2023, closing a stake of 55,268 shares — an estimated $1.63M sold.

WCG Wealth Advisors first reported a position in KRMA in Q2 2022 and held it in 4 quarters. The position peaked at $1.63M in Q1 2023. 41 funds tracked by Wall St. Rank hold KRMA as of Q2 2023.

WCG Wealth Advisors reported no remaining Global X Conscious Companies ETF position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 55,268 Global X Conscious Companies ETF shares in Q2 2023, an estimated $1.63M.
WCG Wealth Advisors first reported a position in Global X Conscious Companies ETF in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's Global X Conscious Companies ETF position peaked at $1.63M in Q1 2023.
41 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.