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Global X Fds conscious cos shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 289 43.10
2025-06-30 $12k 288 40.32
2025-03-31 $11k 288 37.22
2024-12-31 $11k 286 39.10

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Global X Fds conscious cos

Daiwa Securities Group
Morgan Stanley
Elevation Capital Advisory
LPL Financial
Royal Bank of Canada
Kingsview Wealth Management
Advisor Group Holdings
Perennial Investment Advisors
Wealthfront Advisers
HighTower Advisors
Stifel Financial
Eqis Capital Management
Smart Portfolios
APS Management Group
Syntegra Private Wealth Group

View all funds holding Global X Fds conscious cos