Wells Fargo
XRMI icon

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

Wells Fargo’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
2024
Q2 		– Sell
-44
Closed -$849 – 7545
2024
Q1 		$849 Buy
+44
New +$841 ﹤0.01% 6181

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
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Jane Street
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FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wells Fargo's XRMI Position: Q2 2024 in Review

Wells Fargo sold out of Global X S&P 500 Risk Managed Income ETF (XRMI) in Q2 2024, closing a stake of 44 shares — an estimated $849 sold.

Wells Fargo first reported a position in XRMI in Q1 2024 and held it in 1 quarter. The position peaked at $849 in Q1 2024. 18 funds tracked by Wall St. Rank hold XRMI as of Q2 2024.

  • Wells Fargo reported no remaining Global X S&P 500 Risk Managed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 44 Global X S&P 500 Risk Managed Income ETF shares in Q2 2024, an estimated $849.
  • Wells Fargo first reported a position in Global X S&P 500 Risk Managed Income ETF in Q1 2024 and held it in 1 quarter.
  • Wells Fargo's Global X S&P 500 Risk Managed Income ETF position peaked at $849 in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Global X S&P 500 Risk Managed Income ETF as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.