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 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 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

LPL Financial's XRMI Position: Q1 2026 in Review

LPL Financial reduced its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 26% in Q1 2026, selling an estimated $1.16M and leaving 191,131 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

LPL Financial first reported a position in XRMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.73M in Q4 2024. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

LPL Financial held 191,131 shares of Global X S&P 500 Risk Managed Income ETF worth $3.23M as of Q1 2026.
LPL Financial sold 65,600 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $1.16M.
Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3039 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 10 quarters since.
LPL Financial's Global X S&P 500 Risk Managed Income ETF position peaked at $5.73M in Q4 2024.
20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.