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

Jeff Yass’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 Q2	$337K	Buy	+19,584	New	+$337K	﹤0.01%	10791
2026 Q1	–	Sell	-15,703	Closed	-$281K	–	14251
2025 Q4	$281K	Buy	+15,703	New	+$280K	﹤0.01%	10098
2025 Q3	–	Sell	-10,686	Closed	-$191K	–	14082
2025 Q2	$191K	Buy	+10,686	New	+$191K	﹤0.01%	11258
2025 Q1	–	Sell	-29,906	Closed	-$577K	–	13592
2024 Q4	$577K	Buy	29,906 +4,525	+18%	+$86.5K	﹤0.01%	8313
2024 Q3	$482K	Buy	25,381 +6,824	+37%	+$129K	﹤0.01%	8547
2024 Q2	$350K	Buy	+18,557	New	+$351K	﹤0.01%	9118
2024 Q1	–	Sell	-10,925	Closed	-$206K	–	13506
2023 Q4	$206K	Sell	10,925 -14,251	-57%	-$270K	﹤0.01%	10617
2023 Q3	$482K	Buy	+25,176	New	+$502K	﹤0.01%	8316
2021 Q4	–	Sell	-18,914	Closed	-$496K	–	14032
2021 Q3	$496K	Buy	+18,914	New	+$505K	﹤0.01%	9423

Other funds holding XRMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's XRMI Position: Q2 2026 in Review

Jeff Yass opened a new position in Global X S&P 500 Risk Managed Income ETF (XRMI) in Q2 2026: 19,584 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #10791 among its holdings. This is a return to the name: Jeff Yass previously reported a position in XRMI as recently as Q4 2025.

Jeff Yass first reported a position in XRMI in Q3 2021 and has held it in 9 quarters since. The position peaked at $577K in Q4 2024. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

Jeff Yass held 19,584 shares of Global X S&P 500 Risk Managed Income ETF worth $337K as of Q2 2026.
Global X S&P 500 Risk Managed Income ETF was a new Jeff Yass position in Q2 2026.
Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10791 holding.
Jeff Yass first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2021 and has held it in 9 quarters since.
Jeff Yass's Global X S&P 500 Risk Managed Income ETF position peaked at $577K in Q4 2024.
18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.