GSIAS
RGLO

Garden State Investment Advisory Services’s Russell Investments Global Equity ETF RGLO Stock Holding History

Garden State Investment Advisory Services’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
Q1 		– Sell
-14,841
Closed -$441K – 379
2025
Q4 		$441K Buy
14,841
+3,297
+29% +$95.8K 0.1% 171
2025
Q3 		$328K Buy
11,544
+69
+0.6% +$1.89K 0.07% 213
2025
Q2 		$304K Buy
+11,475
New +$296K 0.08% 223

Other funds holding RGLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $6.82B AUM 17.15% 1-Year Est. Return

Garden State Investment Advisory Services's RGLO Position: Q1 2026 in Review

Garden State Investment Advisory Services sold out of Russell Investments Global Equity ETF (RGLO) in Q1 2026, closing a stake of 14,841 shares — an estimated $441K sold.

Garden State Investment Advisory Services first reported a position in RGLO in Q2 2025 and held it in 3 quarters. The position peaked at $441K in Q4 2025. 31 funds tracked by Wall St. Rank hold RGLO as of Q1 2026.

  • Garden State Investment Advisory Services reported no remaining Russell Investments Global Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 14,841 Russell Investments Global Equity ETF shares in Q1 2026, an estimated $441K.
  • Garden State Investment Advisory Services first reported a position in Russell Investments Global Equity ETF in Q2 2025 and held it in 3 quarters.
  • Garden State Investment Advisory Services's Russell Investments Global Equity ETF position peaked at $441K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.