IFP Advisors’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

IFP Advisors’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	$10.8K	Hold	624	–	–	﹤0.01%	3337
2026 Q2	$10.7K	Hold	624	–	–	﹤0.01%	3356
2026 Q1	$10.5K	Hold	624	–	–	﹤0.01%	3122
2025 Q4	$11.2K	Hold	624	–	–	﹤0.01%	3004
2025 Q3	$11K	Hold	624	–	–	﹤0.01%	2855
2025 Q2	$11.2K	Hold	624	–	–	﹤0.01%	2845
2025 Q1	$11.5K	Hold	624	–	–	﹤0.01%	2536
2024 Q4	$12K	Hold	624	–	–	﹤0.01%	2459
2024 Q3	$11.8K	Hold	624	–	–	﹤0.01%	2352
2024 Q2	$11.8K	Hold	624	–	–	﹤0.01%	2287
2024 Q1	$12K	Hold	624	–	–	﹤0.01%	2170
2023 Q4	$11.8K	Hold	624	–	–	﹤0.01%	2130
2023 Q3	$11.9K	Sell	624 -31,336	-98%	-$625K	﹤0.01%	2178
2023 Q2	$650K	Hold	31,960	–	–	0.03%	562
2023 Q1	$855K	Sell	31,960 -849	-3%	-$17.5K	0.04%	435
2022 Q4	$874K	Sell	32,809 -45	-0.1%	-$943	0.02%	670
2022 Q3	$875K	Sell	32,854 -118	-0.4%	-$2.64K	0.02%	683
2022 Q2	$879K	Hold	32,972	–	–	0.03%	618
2022 Q1	$879K	Buy	32,972 +3,330	+11%	+$84.7K	0.03%	618
2021 Q4	$787K	Buy	29,642 +5,360	+22%	+$143K	0.02%	459
2021 Q3	$633K	Buy	+24,282	New	+$648K	0.01%	519

Other funds holding XRMI

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

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 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

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors's XRMI Position: Q3 2026 in Review

IFP Advisors held its Global X S&P 500 Risk Managed Income ETF (XRMI) position steady in Q3 2026 at 624 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

IFP Advisors first reported a position in XRMI in Q3 2021 and has held it in 21 quarters since. The position peaked at $879K in Q2 2022. 7 funds tracked by Wall St. Rank hold XRMI as of Q3 2026.

IFP Advisors held 624 shares of Global X S&P 500 Risk Managed Income ETF worth $10.8K as of Q3 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q3 2026, its #3337 holding.
IFP Advisors first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2021 and has held it in 21 quarters since.
IFP Advisors's Global X S&P 500 Risk Managed Income ETF position peaked at $879K in Q2 2022.
7 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.