BFC Planning, Inc.’s Russell Investments Global Equity ETF RGLO Stock Holding History

BFC Planning, 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 Q3	$3.34K	Hold	101	–	–	﹤0.01%	2843
2026 Q2	$3.28K	Hold	101	–	–	﹤0.01%	2843
2026 Q1	$2.92K	Hold	101	–	–	﹤0.01%	2502
2025 Q4	$2.99K	Buy	101 +1	+1%	+$29	﹤0.01%	2516
2025 Q3	$2.84K	Hold	100	–	–	﹤0.01%	2375
2025 Q2	$2.65K	Buy	+100	New	+$2.58K	﹤0.01%	2245

Other funds holding RGLO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BFC Planning, Inc.'s RGLO Position: Q3 2026 in Review

BFC Planning, Inc. held its Russell Investments Global Equity ETF (RGLO) position steady in Q3 2026 at 101 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

BFC Planning, Inc. first reported a position in RGLO in Q2 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold RGLO as of Q3 2026.

BFC Planning, Inc. held 101 shares of Russell Investments Global Equity ETF worth $3.34K as of Q3 2026.
BFC Planning, Inc. left its Russell Investments Global Equity ETF share count unchanged in Q3 2026.
Russell Investments Global Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2843 holding.
BFC Planning, Inc. first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.