Bank of America
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Bank of America’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Bank of America’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
Q3 		– Sell
-2,500
Closed -$44.7K – 8727
2025
Q2 		$44.7K Hold
2,500
– – ﹤0.01% 6850
2025
Q1 		$46.1K Hold
2,500
– – ﹤0.01% 6770
2024
Q4 		$48.3K Hold
2,500
– – ﹤0.01% 6645
2024
Q3 		$47.5K Hold
2,500
– – ﹤0.01% 6561
2024
Q2 		$47.1K Hold
2,500
– – ﹤0.01% 6530
2024
Q1 		$48.3K Hold
2,500
– – ﹤0.01% 6527
2023
Q4 		$47.3K Hold
2,500
– – ﹤0.01% 6613
2023
Q3 		$47.8K Hold
2,500
– – ﹤0.01% 6515
2023
Q2 		$50.9K Buy
+2,500
New +$50.9K ﹤0.01% 6461

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 $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America's XRMI Position: Q3 2025 in Review

Bank of America sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2025, closing a stake of 2,500 shares — an estimated $44.7K sold.

Bank of America first reported a position in XRMI in Q2 2023 and held it in 9 quarters. The position peaked at $50.9K in Q2 2023. 20 funds tracked by Wall St. Rank hold XRMI as of Q3 2025.

  • Bank of America reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 2,500 Global X S&P 500 Risk Managed Income ETF shares in Q3 2025, an estimated $44.7K.
  • Bank of America first reported a position in Global X S&P 500 Risk Managed Income ETF in Q2 2023 and held it in 9 quarters.
  • Bank of America's Global X S&P 500 Risk Managed Income ETF position peaked at $50.9K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.