ACG Wealth’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

ACG Wealth’s Portfolio XRMI Stock Details XRMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-37	Closed	-$1K	–	1038
2022 Q2	$1K	Buy	+37	New	+$887	﹤0.01%	892

Other funds holding XRMI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACG Wealth's XRMI Position: Q3 2022 in Review

ACG Wealth sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

ACG Wealth first reported a position in XRMI in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 5 funds tracked by Wall St. Rank hold XRMI as of Q3 2022.

ACG Wealth reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 37 Global X S&P 500 Risk Managed Income ETF shares in Q3 2022, an estimated $1K.
ACG Wealth first reported a position in Global X S&P 500 Risk Managed Income ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Global X S&P 500 Risk Managed Income ETF position peaked at $1K in Q2 2022.
5 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.