GC
RMIF

Grimes & Company’s LHA Risk-Managed Income ETF RMIF Stock Holding History

Grimes & Company’s Portfolio RMIF Stock Details RMIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Sell
830,826
-103,959
-11% -$2.52M 0.43% 49
2026
Q1 		$22.6M Sell
934,785
-41,263
-4% -$1.02M 0.63% 30
2025
Q4 		$24.2M Sell
976,048
-34,394
-3% -$857K 0.58% 34
2025
Q3 		$25.3M Sell
1,010,442
-44,252
-4% -$1.11M 0.62% 29
2025
Q2 		$26.3M Sell
1,054,694
-16,524
-2% -$408K 0.71% 25
2025
Q1 		$26.7M Sell
1,071,218
-20,505
-2% -$517K 0.82% 24
2024
Q4 		$27.4M Sell
1,091,723
-27,012
-2% -$685K 0.79% 27
2024
Q3 		$28.3M Sell
1,118,735
-18,630
-2% -$469K 0.77% 28
2024
Q2 		$28.4M Sell
1,137,365
-19,322
-2% -$485K 0.85% 26
2024
Q1 		$29.1M Sell
1,156,687
-10,844
-0.9% -$273K 0.9% 21
2023
Q4 		$29.3M Sell
1,167,531
-21,795
-2% -$545K 0.97% 21
2023
Q3 		$29.8M Buy
1,189,326
+512
+0% +$12.9K 1.15% 16
2023
Q2 		$29.9M Buy
+1,188,814
New +$29.8M 1.06% 18

Other funds holding RMIF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Grimes & Company's RMIF Position: Q2 2026 in Review

Grimes & Company reduced its LHA Risk-Managed Income ETF (RMIF) stake by 11% in Q2 2026, selling an estimated $2.52M and leaving 830,826 shares worth $20.1M. The position accounts for 0.43% of the portfolio, ranked #49.

Grimes & Company first reported a position in RMIF in Q2 2023 and has held it in 13 quarters since. The position peaked at $29.9M in Q2 2023. 3 funds tracked by Wall St. Rank hold RMIF as of Q2 2026.

  • Grimes & Company held 830,826 shares of LHA Risk-Managed Income ETF worth $20.1M as of Q2 2026.
  • Grimes & Company sold 103,959 LHA Risk-Managed Income ETF shares in Q2 2026, an estimated $2.52M.
  • LHA Risk-Managed Income ETF made up 0.43% of Grimes & Company's portfolio in Q2 2026, its #49 holding.
  • Grimes & Company first reported a position in LHA Risk-Managed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Grimes & Company's LHA Risk-Managed Income ETF position peaked at $29.9M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held LHA Risk-Managed Income ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.