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

B. Riley 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
2022 Q4	–	Sell	-9,581	Closed	-$202K	–	1600
2022 Q3	$202K	Buy	+9,581	New	+$214K	0.01%	1228

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

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

B. Riley Wealth Advisors's XRMI Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q4 2022, closing a stake of 9,581 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in XRMI in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 3 funds tracked by Wall St. Rank hold XRMI as of Q4 2022.

B. Riley Wealth Advisors reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q4 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,581 Global X S&P 500 Risk Managed Income ETF shares in Q4 2022, an estimated $202K.
B. Riley Wealth Advisors first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2022 and held it in 1 quarter.
B. Riley Wealth Advisors's Global X S&P 500 Risk Managed Income ETF position peaked at $202K in Q3 2022.
3 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.