Osaic Holdings
XRMI icon

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

Osaic Holdings’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 		$120K Buy
6,973
+325
+5% +$5.58K ﹤0.01% 4806
2026
Q1 		$112K Sell
6,648
-261
-4% -$4.62K ﹤0.01% 4593
2025
Q4 		$123K Sell
6,909
-7,333
-51% -$131K ﹤0.01% 4533
2025
Q3 		$252K Buy
14,242
+1,360
+11% +$24.1K ﹤0.01% 4031
2025
Q2 		$230K Buy
12,882
+4,470
+53% +$79.9K ﹤0.01% 3823
2025
Q1 		$155K Sell
8,412
-1,447
-15% -$27.7K ﹤0.01% 3848
2024
Q4 		$190K Buy
9,859
+4,713
+92% +$90.1K ﹤0.01% 3642
2024
Q3 		$97.8K Buy
5,146
+189
+4% +$3.56K ﹤0.01% 4236
2024
Q2 		$93.4K Sell
4,957
-13,874
-74% -$263K ﹤0.01% 4198
2024
Q1 		$364K Sell
18,831
-50,348
-73% -$963K ﹤0.01% 3197
2023
Q4 		$1.31M Buy
69,179
+37,846
+121% +$716K ﹤0.01% 2241
2023
Q3 		$600K Buy
31,333
+2,713
+9% +$54.1K ﹤0.01% 3094
2023
Q2 		$583K Buy
28,620
+5,866
+26% +$119K ﹤0.01% 3019
2023
Q1 		$463K Buy
+22,754
New +$469K ﹤0.01% 3162

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

Osaic Holdings's XRMI Position: Q2 2026 in Review

Osaic Holdings increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 4.9% in Q2 2026, buying an estimated $5.58K and bringing the position to 6,973 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

Osaic Holdings first reported a position in XRMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2023. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Osaic Holdings held 6,973 shares of Global X S&P 500 Risk Managed Income ETF worth $120K as of Q2 2026.
  • Osaic Holdings bought 325 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $5.58K.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4806 holding.
  • Osaic Holdings first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Osaic Holdings's Global X S&P 500 Risk Managed Income ETF position peaked at $1.31M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.