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Founders Financial Alliance’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Founders Financial Alliance’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
Q1 		$850K Buy
50,306
+8,410
+20% +$149K 0.15% 139
2025
Q4 		$749K Sell
41,896
-5,532
-12% -$98.6K 0.14% 146
2025
Q3 		$839K Buy
47,428
+8,597
+22% +$153K 0.16% 132
2025
Q2 		$695K Buy
38,831
+1,668
+4% +$29.8K 0.16% 136
2025
Q1 		$685K Buy
37,163
+4,048
+12% +$77.4K 0.17% 136
2024
Q4 		$639K Buy
33,115
+3,809
+13% +$72.8K 0.18% 118
2024
Q3 		$557K Buy
29,306
+4,599
+19% +$86.7K 0.15% 132
2024
Q2 		$465K Buy
24,707
+2,882
+13% +$54.6K 0.14% 146
2024
Q1 		$421K Buy
21,825
+2,491
+13% +$47.6K 0.13% 167
2023
Q4 		$365K Buy
19,334
+4,858
+34% +$91.9K 0.14% 154
2023
Q3 		$277K Buy
14,476
+2,147
+17% +$42.8K 0.12% 183
2023
Q2 		$251K Buy
12,329
+11,303
+1,102% +$230K 0.1% 217
2023
Q1 		$20.9K Buy
+1,026
New +$21.2K 0.01% 370

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Founders Financial Alliance's XRMI Position: Q1 2026 in Review

Founders Financial Alliance increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 20% in Q1 2026, buying an estimated $149K and bringing the position to 50,306 shares worth $850K. The position accounts for 0.15% of the portfolio, ranked #139.

Founders Financial Alliance first reported a position in XRMI in Q1 2023 and has held it in 13 quarters since. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

  • Founders Financial Alliance held 50,306 shares of Global X S&P 500 Risk Managed Income ETF worth $850K as of Q1 2026.
  • Founders Financial Alliance bought 8,410 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $149K.
  • Global X S&P 500 Risk Managed Income ETF made up 0.15% of Founders Financial Alliance's portfolio in Q1 2026, its #139 holding.
  • Founders Financial Alliance first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.