Creative Planning »

Global X Fds conscious cos shares owned by Creative Planning

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

Historical chart of Creative 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds conscious cos by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 5.0k 41.55
2021-12-31 $211k 6.1k 34.48

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Global X Fds conscious cos

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

View all funds holding Global X Fds conscious cos