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

Newbridge Financial Services Group’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 		– Sell
-800
Closed -$14.3K – 1262
2025
Q4 		$14.3K Sell
800
-1,200
-60% -$21.4K ﹤0.01% 720
2025
Q3 		$35.4K Sell
2,000
-306
-13% -$5.43K 0.01% 589
2025
Q2 		$41.3K Hold
2,306
– – 0.01% 542
2025
Q1 		$42.5K Buy
2,306
+100
+5% +$1.91K 0.01% 400
2024
Q4 		$42.6K Buy
2,206
+6
+0.3% +$115 0.01% 440
2024
Q3 		$41.8K Hold
2,200
– – 0.01% 267
2024
Q2 		$41.4K Hold
2,200
– – 0.02% 410
2024
Q1 		$42.5K Hold
2,200
– – 0.02% 427
2023
Q4 		$41.6K Buy
2,200
+200
+10% +$3.78K 0.02% 435
2023
Q3 		$38.3K Buy
+2,000
New +$39.9K 0.02% 479

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Newbridge Financial Services Group's XRMI Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q1 2026, closing a stake of 800 shares — an estimated $14.3K sold.

Newbridge Financial Services Group first reported a position in XRMI in Q3 2023 and held it in 10 quarters. The position peaked at $42.6K in Q4 2024. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 800 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $14.3K.
  • Newbridge Financial Services Group first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2023 and held it in 10 quarters.
  • Newbridge Financial Services Group's Global X S&P 500 Risk Managed Income ETF position peaked at $42.6K 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 Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.