Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Cambridge Investment Research 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
Q3 		– Sell
-19,392
Closed -$347K – 3887
2025
Q2 		$347K Buy
19,392
+11
+0.1% +$197 ﹤0.01% 2862
2025
Q1 		$357K Buy
19,381
+356
+2% +$6.81K ﹤0.01% 2724
2024
Q4 		$367K Sell
19,025
-1,911
-9% -$36.5K ﹤0.01% 2670
2024
Q3 		$398K Sell
20,936
-2,023
-9% -$38.2K ﹤0.01% 2598
2024
Q2 		$433K Buy
22,959
+512
+2% +$9.69K ﹤0.01% 2412
2024
Q1 		$433K Sell
22,447
-3
-0% -$57 ﹤0.01% 2392
2023
Q4 		$424K Sell
22,450
-3,272
-13% -$61.9K ﹤0.01% 2329
2023
Q3 		$492K Buy
25,722
+12,586
+96% +$251K ﹤0.01% 2098
2023
Q2 		$267K Buy
13,136
+1,461
+13% +$29.7K ﹤0.01% 2641
2023
Q1 		$238K Sell
11,675
-135
-1% -$2.79K ﹤0.01% 2673
2022
Q4 		$241K Sell
11,810
-1,384
-10% -$29K ﹤0.01% 2607
2022
Q3 		$277K Buy
13,194
+261
+2% +$5.83K ﹤0.01% 2429
2022
Q2 		$292K Buy
12,933
+200
+2% +$4.79K ﹤0.01% 2408
2022
Q1 		$322K Buy
12,733
+638
+5% +$16.2K ﹤0.01% 2490
2021
Q4 		$323K Buy
+12,095
New +$323K ﹤0.01% 2464

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
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

Cambridge Investment Research Advisors's XRMI Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2025, closing a stake of 19,392 shares — an estimated $347K sold.

Cambridge Investment Research Advisors first reported a position in XRMI in Q4 2021 and held it in 15 quarters. The position peaked at $492K in Q3 2023. 20 funds tracked by Wall St. Rank hold XRMI as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 19,392 Global X S&P 500 Risk Managed Income ETF shares in Q3 2025, an estimated $347K.
  • Cambridge Investment Research Advisors first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2021 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Global X S&P 500 Risk Managed Income ETF position peaked at $492K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.