LFG
RGLO

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

Lockerman Financial Group’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 		$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

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
Jane Street
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Lockerman Financial Group's RGLO Position: Q2 2026 in Review

Lockerman Financial Group held its Russell Investments Global Equity ETF (RGLO) position steady in Q2 2026 at 7,135 shares worth $232K. The position accounts for 0.35% of the portfolio, ranked #84.

Lockerman Financial Group first reported a position in RGLO in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

  • Lockerman Financial Group held 7,135 shares of Russell Investments Global Equity ETF worth $232K as of Q2 2026.
  • Lockerman Financial Group left its Russell Investments Global Equity ETF share count unchanged in Q2 2026.
  • Russell Investments Global Equity ETF made up 0.35% of Lockerman Financial Group's portfolio in Q2 2026, its #84 holding.
  • Lockerman Financial Group first reported a position in Russell Investments Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.