Cetera Advisor Networks’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.6M	Sell	82,682 -4,980	-6%	-$95.2K	0.01%	1148
2023 Q4	$1.66M	Buy	87,662 +37,752	+76%	+$714K	0.01%	1060
2023 Q3	$955K	Buy	+49,910	New	+$996K	0.01%	1316

Other funds holding XRMI

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisor Networks's XRMI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 5.7% in Q1 2024, selling an estimated $95.2K and leaving 82,682 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1148.

Cetera Advisor Networks first reported a position in XRMI in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2023. 16 funds tracked by Wall St. Rank hold XRMI as of Q1 2024.

Cetera Advisor Networks held 82,682 shares of Global X S&P 500 Risk Managed Income ETF worth $1.6M as of Q1 2024.
Cetera Advisor Networks sold 4,980 Global X S&P 500 Risk Managed Income ETF shares in Q1 2024, an estimated $95.2K.
Global X S&P 500 Risk Managed Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1148 holding.
Cetera Advisor Networks first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2023 and has held it in 3 quarters since.
Cetera Advisor Networks's Global X S&P 500 Risk Managed Income ETF position peaked at $1.66M in Q4 2023.
16 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.