Kingsview Wealth Management, LLC KRMA — GLOBAL X FDS

Ownership history in Kingsview Wealth Management, LLC  ·  22 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported GLOBAL X FDS (KRMA) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows KRMA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KRMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KRMA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KRMA stock page Kingsview Wealth Management, LLC fund profile Kingsview Wealth Management, LLC full holdings
How Kingsview Wealth Management, LLC held KRMA — position size vs. price
% of Fund (quarterly)    KRMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 31,956 -126 -0.4% 0.02% $1.4M 2026-02-14 (Est.) $43.28
2025 Q3 ADDED — — — 32,082 +1,237 +4.0% 0.02% $1.4M 2025-11-12 $43.11
2025 Q2 REDUCED — — — 30,845 -630 -2.0% 0.02% $1.2M 2025-08-08 $40.52
2025 Q1 REDUCED — — — 31,475 -254 -0.8% 0.02% $1.2M 2025-05-02 $36.52
2024 Q4 ADDED — — — 31,729 +632 +2.0% 0.02% $1.2M 2025-01-28 $39.38
2024 Q3 REDUCED — — — 31,097 -987 -3.1% 0.03% $1.2M 2024-11-12 $39.31
2024 Q2 REDUCED — — — 32,084 -562 -1.7% 0.03% $1.2M 2024-08-14 $35.84
2024 Q1 REDUCED — — — 32,646 -980 -2.9% 0.03% $1.2M 2024-05-09 $34.61
2023 Q4 REDUCED — — — 33,626 -1,089 -3.1% 0.03% $1.1M 2024-02-08 $33.35
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KRMA

As of 2026 Q1 — sorted by position size

APS Management Group, Inc. 0.45% MJT & Associates Financial Advisory Group, Inc. 0.08% Syntegra Private Wealth Group, LLC 3Y 0.04% Eagle Strategies LLC 3Y 0.03% Ascentis Independent Advisors 3Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Kingsview Wealth Management, LLC and KRMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning KRMA?

Kingsview Wealth Management, LLC reported KRMA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KRMA position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for KRMA was 0.03% in 2023 Q4.

What is the latest reported KRMA position on this page?

The most recent filing on this page is 2025 Q4, when Kingsview Wealth Management, LLC reported 31,956 shares, equal to 0.02% of portfolio, with an estimated market value of $1.4M.

What does the chart on this KRMA ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly KRMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingsview Wealth Management, LLC time their KRMA position?

Based on 13F filing dates vs. subsequent KRMA price moves, Kingsview Wealth Management, LLC correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on KRMA relative to SPY over the holding period was -2.3%.

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