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Global X Fds conscious cos shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $322k 6.8k 47.15

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

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