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

Cetera Investment Advisers’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
Q2 		$3.44M Buy
200,165
+11,435
+6% +$196K ﹤0.01% 1899
2026
Q1 		$3.19M Buy
188,730
+37,678
+25% +$666K ﹤0.01% 1842
2025
Q4 		$2.7M Buy
151,052
+16,144
+12% +$288K ﹤0.01% 1956
2025
Q3 		$2.39M Buy
134,908
+10,384
+8% +$184K ﹤0.01% 2024
2025
Q2 		$2.23M Buy
124,524
+22,532
+22% +$403K ﹤0.01% 1764
2025
Q1 		$1.88M Sell
101,992
-5,693
-5% -$109K ﹤0.01% 1794
2024
Q4 		$2.08M Buy
107,685
+1,972
+2% +$37.7K ﹤0.01% 1625
2024
Q3 		$2.01M Buy
105,713
+13,705
+15% +$259K ﹤0.01% 1628
2024
Q2 		$1.73M Buy
92,008
+6,838
+8% +$129K ﹤0.01% 1682
2024
Q1 		$1.64M Buy
+85,170
New +$1.63M ﹤0.01% 1701

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's XRMI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 6.1% in Q2 2026, buying an estimated $196K and bringing the position to 200,165 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Cetera Investment Advisers first reported a position in XRMI in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Cetera Investment Advisers held 200,165 shares of Global X S&P 500 Risk Managed Income ETF worth $3.44M as of Q2 2026.
  • Cetera Investment Advisers bought 11,435 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $196K.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1899 holding.
  • Cetera Investment Advisers first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.