Truist Financial
XRMI icon

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

Truist Financial’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
Q1 		$204K Sell
12,053
-337
-3% -$5.96K ﹤0.01% 2646
2025
Q4 		$221K Sell
12,390
-1,738
-12% -$31K ﹤0.01% 2542
2025
Q3 		$250K Buy
+14,128
New +$251K ﹤0.01% 2415

Other funds holding XRMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Truist Financial's XRMI Position: Q1 2026 in Review

Truist Financial reduced its Global X S&P 500 Risk Managed Income ETF (XRMI) stake by 2.7% in Q1 2026, selling an estimated $5.96K and leaving 12,053 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Truist Financial first reported a position in XRMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $250K in Q3 2025. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

  • Truist Financial held 12,053 shares of Global X S&P 500 Risk Managed Income ETF worth $204K as of Q1 2026.
  • Truist Financial sold 337 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $5.96K.
  • Global X S&P 500 Risk Managed Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2646 holding.
  • Truist Financial first reported a position in Global X S&P 500 Risk Managed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's Global X S&P 500 Risk Managed Income ETF position peaked at $250K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.