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

Highline Wealth Partners’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	$3.88K	Hold	225	–	–	﹤0.01%	983
2026 Q2	$3.87K	Hold	225	–	–	﹤0.01%	926
2026 Q1	$3.8K	Hold	225	–	–	﹤0.01%	814
2025 Q4	$4.02K	Hold	225	–	–	﹤0.01%	625
2025 Q3	$3.98K	Buy	+225	New	+$3.99K	﹤0.01%	639

Other funds holding XRMI

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Highline Wealth Partners's XRMI Position: Q3 2026 in Review

Highline Wealth Partners held its Global X S&P 500 Risk Managed Income ETF (XRMI) position steady in Q3 2026 at 225 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Highline Wealth Partners first reported a position in XRMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.02K in Q4 2025. 13 funds tracked by Wall St. Rank hold XRMI as of Q3 2026.

Highline Wealth Partners held 225 shares of Global X S&P 500 Risk Managed Income ETF worth $3.88K as of Q3 2026.
Highline Wealth Partners left its Global X S&P 500 Risk Managed Income ETF share count unchanged in Q3 2026.
Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #983 holding.
Highline Wealth Partners first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Global X S&P 500 Risk Managed Income ETF position peaked at $4.02K in Q4 2025.
13 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2026.

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