BEI
RGLO

Benjamin Edwards Inc’s Russell Investments Global Equity ETF RGLO Stock Holding History

Benjamin Edwards Inc’s Portfolio RGLO Stock Details RGLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.7M Sell
113,758
-3,813
-3% -$121K 0.03% 421
2026
Q1 		$3.41M Buy
117,571
+3,250
+3% +$97.7K 0.03% 411
2025
Q4 		$3.39M Buy
114,321
+266
+0.2% +$7.73K 0.04% 383
2025
Q3 		$3.24M Buy
114,055
+6,033
+6% +$165K 0.04% 400
2025
Q2 		$2.86M Buy
+108,022
New +$2.79M 0.04% 384

Other funds holding RGLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Benjamin Edwards Inc's RGLO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Russell Investments Global Equity ETF (RGLO) stake by 3.2% in Q2 2026, selling an estimated $121K and leaving 113,758 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #421.

Benjamin Edwards Inc first reported a position in RGLO in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

  • Benjamin Edwards Inc held 113,758 shares of Russell Investments Global Equity ETF worth $3.7M as of Q2 2026.
  • Benjamin Edwards Inc sold 3,813 Russell Investments Global Equity ETF shares in Q2 2026, an estimated $121K.
  • Russell Investments Global Equity ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #421 holding.
  • Benjamin Edwards Inc first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.