IFP Advisors’s Global X NASDAQ 100 Risk Managed Income ETF QRMI Stock Holding History

IFP Advisors’s Portfolio QRMI Stock Details QRMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,411	Closed	-$623K	–	3501
2023 Q2	$623K	Hold	34,411	–	–	0.03%	579
2023 Q1	$846K	Sell	34,411 -987	-3%	-$17.6K	0.04%	440
2022 Q4	$865K	Hold	35,398	–	–	0.02%	672
2022 Q3	$865K	Sell	35,398 -109	-0.3%	-$2.11K	0.02%	689
2022 Q2	$868K	Hold	35,507	–	–	0.03%	620
2022 Q1	$868K	Buy	35,507 +3,225	+10%	+$70.5K	0.03%	620
2021 Q4	$753K	Buy	32,282 +5,905	+22%	+$141K	0.01%	468
2021 Q3	$629K	Buy	+26,377	New	+$648K	0.01%	522

Other funds holding QRMI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP Advisors's QRMI Position: Q3 2023 in Review

IFP Advisors sold out of Global X NASDAQ 100 Risk Managed Income ETF (QRMI) in Q3 2023, closing a stake of 34,411 shares — an estimated $623K sold.

IFP Advisors first reported a position in QRMI in Q3 2021 and held it in 8 quarters. The position peaked at $868K in Q2 2022. 8 funds tracked by Wall St. Rank hold QRMI as of Q3 2023.

IFP Advisors reported no remaining Global X NASDAQ 100 Risk Managed Income ETF position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 34,411 Global X NASDAQ 100 Risk Managed Income ETF shares in Q3 2023, an estimated $623K.
IFP Advisors first reported a position in Global X NASDAQ 100 Risk Managed Income ETF in Q3 2021 and held it in 8 quarters.
IFP Advisors's Global X NASDAQ 100 Risk Managed Income ETF position peaked at $868K in Q2 2022.
8 funds tracked by Wall St. Rank held Global X NASDAQ 100 Risk Managed Income ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.