JWCA
RGLO

J.W. Cole Advisors’s Russell Investments Global Equity ETF RGLO Stock Holding History

J.W. Cole Advisors’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
-9,582
Closed -$284K – 1538
2025
Q4 		$284K Buy
9,582
+60
+0.6% +$1.74K 0.01% 1124
2025
Q3 		$271K Sell
9,522
-18
-0.2% -$494 0.01% 1273
2025
Q2 		$253K Buy
+9,540
New +$246K 0.01% 1230

Other funds holding RGLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

J.W. Cole Advisors's RGLO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Russell Investments Global Equity ETF (RGLO) in Q1 2026, closing a stake of 9,582 shares — an estimated $284K sold.

J.W. Cole Advisors first reported a position in RGLO in Q2 2025 and held it in 3 quarters. The position peaked at $284K in Q4 2025. 31 funds tracked by Wall St. Rank hold RGLO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Russell Investments Global Equity ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,582 Russell Investments Global Equity ETF shares in Q1 2026, an estimated $284K.
  • J.W. Cole Advisors first reported a position in Russell Investments Global Equity ETF in Q2 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's Russell Investments Global Equity ETF position peaked at $284K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.