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

Arete Wealth Advisors’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
2025
Q2 		– Sell
-29,321
Closed -$541K – 811
2025
Q1 		$541K Buy
29,321
+3,271
+13% +$62.6K 0.04% 365
2024
Q4 		$502K Buy
26,050
+1,956
+8% +$37.4K 0.04% 410
2024
Q3 		$459K Buy
24,094
+9,191
+62% +$173K 0.04% 395
2024
Q2 		$281K Buy
14,903
+2,262
+18% +$42.8K 0.02% 549
2024
Q1 		$244K Buy
+12,641
New +$242K 0.02% 364

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Arete Wealth Advisors sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q2 2025, closing a stake of 29,321 shares — an estimated $541K sold.

Arete Wealth Advisors first reported a position in XRMI in Q1 2024 and held it in 5 quarters. The position peaked at $541K in Q1 2025. 24 funds tracked by Wall St. Rank hold XRMI as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 29,321 Global X S&P 500 Risk Managed Income ETF shares in Q2 2025, an estimated $541K.
  • Arete Wealth Advisors first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Global X S&P 500 Risk Managed Income ETF position peaked at $541K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2025.

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