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

UBS 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
2026
Q1 		– Sell
-226
Closed -$4.04K – 11259
2025
Q4 		$4.04K Buy
+226
New +$4.03K ﹤0.01% 8897
2024
Q3 		– Sell
-1,096
Closed -$20.6K – 10134
2024
Q2 		$20.6K Buy
+1,096
New +$20.7K ﹤0.01% 7284
2023
Q4 		– Sell
-72
Closed -$1.38K – 9962
2023
Q3 		$1.38K Buy
+72
New +$1.44K ﹤0.01% 7960
2023
Q2 		– Sell
-1,095
Closed -$22.3K – 9751
2023
Q1 		$22.3K Sell
1,095
-1,684
-61% -$34.7K ﹤0.01% 7001
2022
Q4 		$56.8K Sell
2,779
-1,062
-28% -$22.3K ﹤0.01% 6649
2022
Q3 		$81K Buy
3,841
+1,773
+86% +$39.6K ﹤0.01% 5899
2022
Q2 		$47K Buy
+2,068
New +$49.6K ﹤0.01% 5975
2022
Q1 		– Sell
-84
Closed -$2K – 10990
2021
Q4 		$2K Buy
+84
New +$2.24K ﹤0.01% 9841

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

UBS Group's XRMI Position: Q1 2026 in Review

UBS Group sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q1 2026, closing a stake of 226 shares — an estimated $4.04K sold.

UBS Group first reported a position in XRMI in Q4 2021 and held it in 8 quarters. The position peaked at $81K in Q3 2022. 20 funds tracked by Wall St. Rank hold XRMI as of Q1 2026.

  • UBS Group reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 226 Global X S&P 500 Risk Managed Income ETF shares in Q1 2026, an estimated $4.04K.
  • UBS Group first reported a position in Global X S&P 500 Risk Managed Income ETF in Q4 2021 and held it in 8 quarters.
  • UBS Group's Global X S&P 500 Risk Managed Income ETF position peaked at $81K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.