Purchases and Sales Made in Q3 2025 in Global X Fds S&P 500 Risk Mana (XRMI)
This table provides information about the institutional ownership of Global X Fds S&P 500 Risk Mana (XRMI) during Q3 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 RISK MANA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.5K+ 76.23% |
$308K - $315K
|
40.6K
$724K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
14.1KNew |
$248K - $254K
|
14.1K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 10.32% |
$212K - $217K
|
129K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 8.34% |
$182K - $186K
|
135K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.8K+ 74.55% |
$172K - $176K
|
22.9K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.6K+ 22.14% |
$151K - $154K
|
47.4K
$846K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.95K+ 6.69% |
$122K - $125K
|
111K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.58K+ 21.88% |
$97.8K - $100K
|
31.1K
$554K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.17KNew |
$90.6K - $92.8K
|
5.17K
$92.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 10.56% |
$23.8K - $24.4K
|
14.2K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
225New |
$3.94K - $4.04K
|
225
$4.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
125New |
$2.19K - $2.24K
|
125
$2.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
42+ 0.57% |
$736 - $754
|
7.38K
$132K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-306- 13.27% |
$5.36K - $5.49K
|
2K
$35.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.02K- 15.24% |
$17.8K - $18.2K
|
5.64K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 7.72% |
$352K - $361K
|
240K
$4.29M
|