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

Principal Securities’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 		$2.46M Buy
143,132
+23,249
+19% +$399K 0.03% 477
2026
Q1 		$2.03M Buy
119,883
+5,424
+5% +$95.9K 0.03% 488
2025
Q4 		$2.05M Buy
114,459
+3,623
+3% +$64.6K 0.03% 468
2025
Q3 		$1.96M Buy
110,836
+6,946
+7% +$123K 0.03% 471
2025
Q2 		$1.86M Buy
103,890
+8,458
+9% +$151K 0.03% 439
2025
Q1 		$1.84M Hold
95,432
– – 0.04% 386
2024
Q4 		$1.84M Buy
95,432
+6,277
+7% +$120K 0.04% 383
2024
Q3 		$1.69M Buy
89,155
+15,795
+22% +$298K 0.04% 399
2024
Q2 		$1.38M Buy
73,360
+10,202
+16% +$193K 0.04% 397
2024
Q1 		$1.22M Buy
63,158
+5,841
+10% +$112K 0.04% 401
2023
Q4 		$1.08M Buy
+57,317
New +$1.08M 0.04% 389

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
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

Principal Securities's XRMI Position: Q2 2026 in Review

Principal Securities increased its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 19% in Q2 2026, buying an estimated $399K and bringing the position to 143,132 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #477.

Principal Securities first reported a position in XRMI in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Principal Securities held 143,132 shares of Global X S&P 500 Risk Managed Income ETF worth $2.46M as of Q2 2026.
  • Principal Securities bought 23,249 Global X S&P 500 Risk Managed Income ETF shares in Q2 2026, an estimated $399K.
  • Global X S&P 500 Risk Managed Income ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #477 holding.
  • Principal Securities 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.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.