Kingsview Wealth Management’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Kingsview Wealth Management’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
2025 Q3	–	Sell	-49,037	Closed	-$877K	–	1305
2025 Q2	$877K	Sell	49,037 -29,841	-38%	-$533K	0.01%	622
2025 Q1	$1.45M	Buy	+78,878	New	+$1.51M	0.03%	454
2024 Q4	–	Sell	-14,000	Closed	-$266K	–	1198
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	+$279K	0.01%	790

Other funds holding XRMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kingsview Wealth Management's XRMI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2025, closing a stake of 49,037 shares — an estimated $877K sold.

Kingsview Wealth Management first reported a position in XRMI in Q3 2023 and held it in 7 quarters. The position peaked at $1.45M in Q1 2025. 20 funds tracked by Wall St. Rank hold XRMI as of Q3 2025.

Kingsview Wealth Management reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 49,037 Global X S&P 500 Risk Managed Income ETF shares in Q3 2025, an estimated $877K.
Kingsview Wealth Management first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2023 and held it in 7 quarters.
Kingsview Wealth Management's Global X S&P 500 Risk Managed Income ETF position peaked at $1.45M in Q1 2025.
20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.