Concourse Financial Group Securities’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Concourse Financial Group Securities’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
2022 Q3	–	Sell	-894	Closed	-$20K	–	2290
2022 Q2	$20K	Sell	894 -1,888	-68%	-$45.2K	﹤0.01%	1459
2022 Q1	$70K	Buy	+2,782	New	+$70.7K	0.01%	1017

Other funds holding XRMI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concourse Financial Group Securities's XRMI Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2022, closing a stake of 894 shares — an estimated $20K sold.

Concourse Financial Group Securities first reported a position in XRMI in Q1 2022 and held it in 2 quarters. The position peaked at $70K in Q1 2022. 5 funds tracked by Wall St. Rank hold XRMI as of Q3 2022.

Concourse Financial Group Securities reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 894 Global X S&P 500 Risk Managed Income ETF shares in Q3 2022, an estimated $20K.
Concourse Financial Group Securities first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2022 and held it in 2 quarters.
Concourse Financial Group Securities's Global X S&P 500 Risk Managed Income ETF position peaked at $70K in Q1 2022.
5 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.