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Arete Wealth Advisors’s Global X NASDAQ 100 Risk Managed Income ETF QRMI Stock Holding History

Arete Wealth Advisors’s Portfolio QRMI Stock Details QRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-38,880
Closed -$647K – 795
2025
Q1 		$647K Buy
38,880
+4,034
+12% +$69.6K 0.05% 326
2024
Q4 		$607K Buy
34,846
+2,980
+9% +$51.1K 0.04% 356
2024
Q3 		$540K Buy
31,866
+9,972
+46% +$168K 0.05% 360
2024
Q2 		$370K Buy
21,894
+2,790
+15% +$47.5K 0.03% 474
2024
Q1 		$333K Buy
+19,104
New +$331K 0.03% 335

Other funds holding QRMI

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Arete Wealth Advisors's QRMI Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Global X NASDAQ 100 Risk Managed Income ETF (QRMI) in Q2 2025, closing a stake of 38,880 shares — an estimated $647K sold.

Arete Wealth Advisors first reported a position in QRMI in Q1 2024 and held it in 5 quarters. The position peaked at $647K in Q1 2025. 15 funds tracked by Wall St. Rank hold QRMI as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Global X NASDAQ 100 Risk Managed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 38,880 Global X NASDAQ 100 Risk Managed Income ETF shares in Q2 2025, an estimated $647K.
  • Arete Wealth Advisors first reported a position in Global X NASDAQ 100 Risk Managed Income ETF in Q1 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Global X NASDAQ 100 Risk Managed Income ETF position peaked at $647K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Global X NASDAQ 100 Risk Managed Income ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.