NewEdge Wealth’s Russell Investments Global Equity ETF RGLO Stock Holding History

NewEdge Wealth’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	$403K	Sell	12,386 -5,978	-33%	-$190K	﹤0.01%	924
2026 Q1	$532K	Sell	18,364 -1,355	-7%	-$40.7K	0.01%	796
2025 Q4	$585K	Sell	19,719 -395	-2%	-$11.5K	0.01%	779
2025 Q3	$582K	Sell	20,114 -685	-3%	-$18.8K	0.01%	710
2025 Q2	$561K	Buy	+20,799	New	+$537K	0.01%	684

Other funds holding RGLO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

NewEdge Wealth's RGLO Position: Q2 2026 in Review

NewEdge Wealth reduced its Russell Investments Global Equity ETF (RGLO) stake by 33% in Q2 2026, selling an estimated $190K and leaving 12,386 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

NewEdge Wealth first reported a position in RGLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $585K in Q4 2025. 35 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

NewEdge Wealth held 12,386 shares of Russell Investments Global Equity ETF worth $403K as of Q2 2026.
NewEdge Wealth sold 5,978 Russell Investments Global Equity ETF shares in Q2 2026, an estimated $190K.
Russell Investments Global Equity ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #924 holding.
NewEdge Wealth first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
NewEdge Wealth's Russell Investments Global Equity ETF position peaked at $585K in Q4 2025.
35 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.