Envestnet Asset Management
XRMI icon

Envestnet Asset Management’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Envestnet Asset Management’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 		$3.06M Buy
177,835
+31,462
+21% +$541K ﹤0.01% 2835
2026
Q1 		$2.47M Buy
146,373
+10,994
+8% +$194K ﹤0.01% 2849
2025
Q4 		$2.42M Buy
135,379
+6,022
+5% +$107K ﹤0.01% 2685
2025
Q3 		$2.29M Buy
129,357
+12,097
+10% +$215K ﹤0.01% 2794
2025
Q2 		$2.1M Sell
117,260
-2,833
-2% -$50.6K ﹤0.01% 2796
2025
Q1 		$2.21M Buy
120,093
+20,421
+20% +$391K ﹤0.01% 2667
2024
Q4 		$1.92M Buy
99,672
+9,856
+11% +$188K ﹤0.01% 2707
2024
Q3 		$1.71M Buy
89,816
+16,456
+22% +$310K ﹤0.01% 2769
2024
Q2 		$1.38M Buy
73,360
+9,044
+14% +$171K ﹤0.01% 2821
2024
Q1 		$1.24M Buy
64,316
+5,761
+10% +$110K ﹤0.01% 2884
2023
Q4 		$1.11M Buy
58,555
+7,562
+15% +$143K ﹤0.01% 2871
2023
Q3 		$975K Buy
50,993
+15,383
+43% +$307K ﹤0.01% 2832
2023
Q2 		$725K Buy
+35,610
New +$725K ﹤0.01% 2992
2022
Q2 		– Sell
-27,521
Closed -$695K – 4087
2022
Q1 		$695K Sell
27,521
-394
-1% -$10K ﹤0.01% 2920
2021
Q4 		$745K Buy
+27,915
New +$745K ﹤0.01% 2821

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Envestnet Asset Management's XRMI Position: Q2 2026 in Review

Envestnet Asset Management increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 21% in Q2 2026, buying an estimated $541K and bringing the position to 177,835 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Envestnet Asset Management first reported a position in XRMI in Q4 2021 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Envestnet Asset Management held 177,835 shares of Global X S&P 500 Risk Managed Income ETF worth $3.06M as of Q2 2026.
  • Envestnet Asset Management bought 31,462 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $541K.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2835 holding.
  • Envestnet Asset Management first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2021 and has held it in 15 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.