Lockerman Financial Group’s Russell Investments Global Equity ETF RGLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$229K Sell
6,907
-228
-3% -$7.58K 0.33% 87
2026
Q2
$232K Hold
7,135
– – 0.35% 84
2026
Q1
$207K Hold
7,135
– – 0.37% 86
2025
Q4
$212K Buy
7,135
+1
+0% +$29 0.41% 79
2025
Q3
$203K Buy
+7,134
New +$196K 0.26% 118

Other funds holding RGLO

Lockerman Financial Group's RGLO Position: Q3 2026 in Review

Lockerman Financial Group reduced its Russell Investments Global Equity ETF (RGLO) stake by 3.2% in Q3 2026, selling an estimated $7.58K and leaving 6,907 shares worth $229K. The position accounts for 0.33% of the portfolio, ranked #87.

Lockerman Financial Group first reported a position in RGLO in Q3 2025 and has held it in 5 quarters since. The position peaked at $232K in Q2 2026. 5 funds tracked by Wall St. Rank hold RGLO as of Q3 2026.

  • Lockerman Financial Group held 6,907 shares of Russell Investments Global Equity ETF worth $229K as of Q3 2026.
  • Lockerman Financial Group sold 228 Russell Investments Global Equity ETF shares in Q3 2026, an estimated $7.58K.
  • Russell Investments Global Equity ETF made up 0.33% of Lockerman Financial Group's portfolio in Q3 2026, its #87 holding.
  • Lockerman Financial Group first reported a position in Russell Investments Global Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Lockerman Financial Group's Russell Investments Global Equity ETF position peaked at $232K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.