WP
KRMA

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

WealthSource 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
2020
Q2 		– Sell
-72,875
Closed -$1.33M – 373
2020
Q1 		$1.33M Buy
+72,875
New +$1.61M 0.21% 65

Other funds holding KRMA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthSource Partners's KRMA Position: Q2 2020 in Review

WealthSource Partners sold out of Global X Conscious Companies ETF (KRMA) in Q2 2020, closing a stake of 72,875 shares — an estimated $1.33M sold.

WealthSource Partners first reported a position in KRMA in Q1 2020 and held it in 1 quarter. The position peaked at $1.33M in Q1 2020. 22 funds tracked by Wall St. Rank hold KRMA as of Q2 2020.

  • WealthSource Partners reported no remaining Global X Conscious Companies ETF position as of Q2 2020 after selling out during the quarter.
  • WealthSource Partners sold 72,875 Global X Conscious Companies ETF shares in Q2 2020, an estimated $1.33M.
  • WealthSource Partners first reported a position in Global X Conscious Companies ETF in Q1 2020 and held it in 1 quarter.
  • WealthSource Partners's Global X Conscious Companies ETF position peaked at $1.33M in Q1 2020.
  • 22 funds tracked by Wall St. Rank held Global X Conscious Companies ETF as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.