PWA
RGLO

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's RGLO Position: Q2 2026 in Review

Physician Wealth Advisors held its Russell Investments Global Equity ETF (RGLO) position steady in Q2 2026 at 40 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Physician Wealth Advisors first reported a position in RGLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.3K in Q2 2025. 11 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

  • Physician Wealth Advisors held 40 shares of Russell Investments Global Equity ETF worth $1.3K as of Q2 2026.
  • Physician Wealth Advisors left its Russell Investments Global Equity ETF share count unchanged in Q2 2026.
  • Russell Investments Global Equity ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1708 holding.
  • Physician Wealth Advisors first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Russell Investments Global Equity ETF position peaked at $34.3K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.