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Sequoia Financial Advisors’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Sequoia Financial Advisors’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 		$207K Buy
+12,060
New +$207K ﹤0.01% 1957

Other funds holding XRMI

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Sequoia Financial Advisors's XRMI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Global X S&P 500 Risk Managed Income ETF (XRMI) in Q2 2026: 12,060 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings.

5 funds tracked by Wall St. Rank hold XRMI as of Q2 2026.

  • Sequoia Financial Advisors held 12,060 shares of Global X S&P 500 Risk Managed Income ETF worth $207K as of Q2 2026.
  • Global X S&P 500 Risk Managed Income ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1957 holding.
  • 5 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.