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

Morgan Stanley’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 		$26 Hold
1
– – ﹤0.01% 8265
2026
Q1 		$18 Hold
1
– – ﹤0.01% 8179
2025
Q4 		$25 Hold
1
– – ﹤0.01% 8050
2025
Q3 		$19 Hold
1
– – ﹤0.01% 8064
2025
Q2 		$25 Sell
1
-1
-50% -$18 ﹤0.01% 7965
2025
Q1 		$39 Buy
2
+1
+100% +$19 ﹤0.01% 7813
2024
Q4 		$34 Hold
1
– – ﹤0.01% 7739
2024
Q3 		$32 Sell
1
-197
-99% -$3.72K ﹤0.01% 7723
2024
Q2 		$3.74K Buy
+198
New +$3.75K ﹤0.01% 6928

Other funds holding XRMI

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

Morgan Stanley's XRMI Position: Q2 2026 in Review

Morgan Stanley held its Global X S&P 500 Risk Managed Income ETF (XRMI) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #8265.

Morgan Stanley first reported a position in XRMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.74K in Q2 2024. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Morgan Stanley held 1 share of Global X S&P 500 Risk Managed Income ETF worth $26 as of Q2 2026.
  • Morgan Stanley left its Global X S&P 500 Risk Managed Income ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8265 holding.
  • Morgan Stanley first reported a position in Global X S&P 500 Risk Managed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Morgan Stanley's Global X S&P 500 Risk Managed Income ETF position peaked at $3.74K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.