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Global X Fds conscious cos shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Global X Fds conscious cos (KRMA) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Global X Fds conscious cos

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds conscious cos held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds conscious cos by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $43k 923 47.00

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Global X Fds conscious cos

Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Kingsview Wealth Management
Napier Financial
Goldman Sachs Group
Wealthfront Advisers
HighTower Advisors
Bank of America Corporation
Smart Portfolios
Susquehanna International
Seeds Investor
Perennial Investment Advisors
Stifel Financial

View all funds holding Global X Fds conscious cos