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

Foguth Wealth 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
Q3 		$12.7M Buy
+740,544
New +$12.8M 1.29% 27

Other funds holding XRMI

World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Foguth Wealth Management's XRMI Position: Q3 2026 in Review

Foguth Wealth Management opened a new position in Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2026: 740,544 shares worth $12.7M. The stake represents 1.29% of the portfolio and ranks #27 among its holdings.

7 funds tracked by Wall St. Rank hold XRMI as of Q3 2026.

  • Foguth Wealth Management held 740,544 shares of Global X S&P 500 Risk Managed Income ETF worth $12.7M as of Q3 2026.
  • Global X S&P 500 Risk Managed Income ETF was a new Foguth Wealth Management position in Q3 2026.
  • Global X S&P 500 Risk Managed Income ETF made up 1.29% of Foguth Wealth Management's portfolio in Q3 2026, its #27 holding.
  • 7 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.