BIG
XRMI icon

Brookwood Investment Group’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Brookwood Investment Group’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
2026
Q1 		– Sell
-60,553
Closed -$1.08M – 610
2025
Q4 		$1.08M Buy
60,553
+19,988
+49% +$356K 0.13% 151
2025
Q3 		$717K Buy
40,565
+17,547
+76% +$312K 0.09% 195
2025
Q2 		$412K Buy
23,018
+8,065
+54% +$144K 0.07% 275
2025
Q1 		$276K Buy
+14,953
New +$286K 0.05% 334

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookwood Investment Group's XRMI Position: Q1 2026 in Review

Brookwood Investment Group sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q1 2026, closing a stake of 60,553 shares — an estimated $1.08M sold.

Brookwood Investment Group first reported a position in XRMI in Q1 2025 and held it in 4 quarters. The position peaked at $1.08M in Q4 2025. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

  • Brookwood Investment Group reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 60,553 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $1.08M.
  • Brookwood Investment Group first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Global X S&P 500 Risk Managed Income ETF position peaked at $1.08M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.