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

SteelPeak Wealth’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
2025
Q3 		– Sell
-45,225
Closed -$809K – 676
2025
Q2 		$809K Buy
45,225
+4,850
+12% +$86.7K 0.03% 308
2025
Q1 		$745K Buy
+40,375
New +$772K 0.03% 294

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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SteelPeak Wealth's XRMI Position: Q3 2025 in Review

SteelPeak Wealth sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q3 2025, closing a stake of 45,225 shares — an estimated $809K sold.

SteelPeak Wealth first reported a position in XRMI in Q1 2025 and held it in 2 quarters. The position peaked at $809K in Q2 2025. 20 funds tracked by Wall St. Rank hold XRMI as of Q3 2025.

  • SteelPeak Wealth reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 45,225 Global X S&P 500 Risk Managed Income ETF shares in Q3 2025, an estimated $809K.
  • SteelPeak Wealth first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2025 and held it in 2 quarters.
  • SteelPeak Wealth's Global X S&P 500 Risk Managed Income ETF position peaked at $809K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.