Kingsview Wealth Management’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 | $877K | Sell |
49,037
-29,841
| -38% | -$534K | 0.01% | 622 |
|
|
2025
Q1 | $1.45M | Buy |
+78,878
| New | +$1.45M | 0.03% | 454 |
|
|
2024
Q4 | – | Sell |
-14,000
| Closed | -$266K | – | 1197 |
|
|
2024
Q3 | $266K | Hold |
14,000
| – | – | 0.01% | 927 |
|
|
2024
Q2 | $264K | Hold |
14,000
| – | – | 0.01% | 882 |
|
|
2024
Q1 | $270K | Hold |
14,000
| – | – | 0.01% | 856 |
|
|
2023
Q4 | $265K | Hold |
14,000
| – | – | 0.01% | 812 |
|
|
2023
Q3 | $268K | Buy |
+14,000
| New | +$268K | 0.01% | 790 |
|