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

LPL Financial’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 		$3.65M Buy
212,357
+21,226
+11% +$365K ﹤0.01% 3093
2026
Q1 		$3.23M Sell
191,131
-65,600
-26% -$1.16M ﹤0.01% 3039
2025
Q4 		$4.59M Buy
256,731
+16,466
+7% +$294K ﹤0.01% 2604
2025
Q3 		$4.25M Sell
240,265
-20,100
-8% -$357K ﹤0.01% 2617
2025
Q2 		$4.66M Sell
260,365
-40,825
-14% -$729K ﹤0.01% 2364
2025
Q1 		$5.55M Buy
301,190
+4,140
+1% +$79.2K ﹤0.01% 2062
2024
Q4 		$5.73M Buy
297,050
+17,026
+6% +$326K ﹤0.01% 1969
2024
Q3 		$5.32M Buy
280,024
+27,882
+11% +$526K ﹤0.01% 1946
2024
Q2 		$4.75M Buy
252,142
+195,508
+345% +$3.7M ﹤0.01% 1896
2024
Q1 		$1.09M Buy
56,634
+46,090
+437% +$881K ﹤0.01% 3089
2023
Q4 		$199K Buy
+10,544
New +$199K ﹤0.01% 4393

Other funds holding XRMI

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's XRMI Position: Q2 2026 in Review

LPL Financial increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 11% in Q2 2026, buying an estimated $365K and bringing the position to 212,357 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

LPL Financial first reported a position in XRMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.73M in Q4 2024. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • LPL Financial held 212,357 shares of Global X S&P 500 Risk Managed Income ETF worth $3.65M as of Q2 2026.
  • LPL Financial bought 21,226 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $365K.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3093 holding.
  • LPL Financial first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Global X S&P 500 Risk Managed Income ETF position peaked at $5.73M 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.