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

Physician Wealth 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 Q3	$1.33K	Hold	40	–	–	﹤0.01%	1787
2026 Q2	$1.3K	Hold	40	–	–	﹤0.01%	1708
2026 Q1	$1.16K	Hold	40	–	–	﹤0.01%	1598
2025 Q4	$1.19K	Sell	40 -101	-72%	-$2.94K	﹤0.01%	1522
2025 Q3	$4.01K	Sell	141 -1,154	-89%	-$31.6K	﹤0.01%	986
2025 Q2	$34.3K	Buy	+1,295	New	+$33.5K	0.01%	409

Other funds holding RGLO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Physician Wealth Advisors's RGLO Position: Q3 2026 in Review

Physician Wealth Advisors held its Russell Investments Global Equity ETF (RGLO) position steady in Q3 2026 at 40 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Physician Wealth Advisors first reported a position in RGLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $34.3K in Q2 2025. 29 funds tracked by Wall St. Rank hold RGLO as of Q3 2026.

Physician Wealth Advisors held 40 shares of Russell Investments Global Equity ETF worth $1.33K as of Q3 2026.
Physician Wealth Advisors left its Russell Investments Global Equity ETF share count unchanged in Q3 2026.
Russell Investments Global Equity ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1787 holding.
Physician Wealth Advisors first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Russell Investments Global Equity ETF position peaked at $34.3K in Q2 2025.
29 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.