Arete Wealth Advisors’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,321
| Closed | -$541K | – | 811 |
|
|
2025
Q1 | $541K | Buy |
29,321
+3,271
| +13% | +$60.4K | 0.04% | 365 |
|
|
2024
Q4 | $502K | Buy |
26,050
+1,956
| +8% | +$37.7K | 0.04% | 410 |
|
|
2024
Q3 | $459K | Buy |
24,094
+9,191
| +62% | +$175K | 0.04% | 395 |
|
|
2024
Q2 | $281K | Buy |
14,903
+2,262
| +18% | +$42.7K | 0.02% | 549 |
|
|
2024
Q1 | $244K | Buy |
+12,641
| New | +$244K | 0.02% | 364 |
|