Spinnaker Investment Group’s Global X S&P 500 Risk Managed Income ETF XRMI Stock Holding History

Spinnaker Investment 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
2022 Q1	–	Sell	-15,500	Closed	-$405K	–	94
2021 Q4	$405K	Buy	+15,500	New	+$414K	0.14%	61

Other funds holding XRMI

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Spinnaker Investment Group's XRMI Position: Q1 2022 in Review

Spinnaker Investment Group sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q1 2022, closing a stake of 15,500 shares — an estimated $405K sold.

Spinnaker Investment Group first reported a position in XRMI in Q4 2021 and held it in 1 quarter. The position peaked at $405K in Q4 2021. 6 funds tracked by Wall St. Rank hold XRMI as of Q1 2022.

Spinnaker Investment Group reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q1 2022 after selling out during the quarter.
Spinnaker Investment Group sold 15,500 Global X S&P 500 Risk Managed Income ETF shares in Q1 2022, an estimated $405K.
Spinnaker Investment Group first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2021 and held it in 1 quarter.
Spinnaker Investment Group's Global X S&P 500 Risk Managed Income ETF position peaked at $405K in Q4 2021.
6 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2022.

Based on Spinnaker Investment Group's 13F filing for Q1 2022, filed 10 May 2022.