IFP Advisors’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $11.9K | 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% | -$599K | ﹤0.01% | 2178 |
|
|
2023
Q2 | $650K | Hold |
31,960
| – | – | 0.03% | 562 |
|
|
2023
Q1 | $855K | Sell |
31,960
-849
| -3% | -$22.7K | 0.04% | 435 |
|
|
2022
Q4 | $874K | Sell |
32,809
-45
| -0.1% | -$1.2K | 0.02% | 670 |
|
|
2022
Q3 | $875K | Sell |
32,854
-118
| -0.4% | -$3.14K | 0.02% | 683 |
|
|
2022
Q2 | $879K | Hold |
32,972
| – | – | 0.03% | 618 |
|
|
2022
Q1 | $879K | Buy |
32,972
+3,330
| +11% | +$88.8K | 0.03% | 618 |
|
|
2021
Q4 | $787K | Buy |
29,642
+5,360
| +22% | +$142K | 0.02% | 455 |
|
|
2021
Q3 | $633K | Buy |
+24,282
| New | +$633K | 0.01% | 499 |
|