Concorde Asset Management’s Russell Investments Global Equity ETF RGLO Stock Holding History

Concorde Asset Management’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	$363K	Buy	+11,161	New	+$354K	0.21%	86

Other funds holding RGLO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Concorde Asset Management's RGLO Position: Q2 2026 in Review

Concorde Asset Management opened a new position in Russell Investments Global Equity ETF (RGLO) in Q2 2026: 11,161 shares worth $363K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

35 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

Concorde Asset Management held 11,161 shares of Russell Investments Global Equity ETF worth $363K as of Q2 2026.
Russell Investments Global Equity ETF was a new Concorde Asset Management position in Q2 2026.
Russell Investments Global Equity ETF made up 0.21% of Concorde Asset Management's portfolio in Q2 2026, its #86 holding.
35 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.