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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
Q2 		$849K Sell
49,401
-905
-2% -$15.6K 0.11% 173
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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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

Founders Financial Alliance's XRMI Position: Q2 2026 in Review

Founders Financial Alliance reduced its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 1.8% in Q2 2026, selling an estimated $15.6K and leaving 49,401 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #173.

Founders Financial Alliance first reported a position in XRMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $850K in Q1 2026. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Founders Financial Alliance held 49,401 shares of Global X S&P 500 Risk Managed Income ETF worth $849K as of Q2 2026.
  • Founders Financial Alliance sold 905 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $15.6K.
  • Global X S&P 500 Risk Managed Income ETF made up 0.11% of Founders Financial Alliance's portfolio in Q2 2026, its #173 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 14 quarters since.
  • Founders Financial Alliance's Global X S&P 500 Risk Managed Income ETF position peaked at $850K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.