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

Global Wealth Strategies & Associates’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 		– Sell
-78
Closed -$1.32K – 497
2026
Q1 		$1.32K Hold
78
– – ﹤0.01% 458
2025
Q4 		$1.39K Buy
+78
New +$1.39K ﹤0.01% 461

Other funds holding XRMI

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Global Wealth Strategies & Associates's XRMI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q2 2026, closing a stake of 78 shares — an estimated $1.32K sold.

Global Wealth Strategies & Associates first reported a position in XRMI in Q4 2025 and held it in 2 quarters. The position peaked at $1.39K in Q4 2025. 8 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 78 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $1.32K.
  • Global Wealth Strategies & Associates first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Global X S&P 500 Risk Managed Income ETF position peaked at $1.39K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.