Principal Securities’s Russell Investments Global Equity ETF RGLO Stock Holding History

Principal Securities’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	$1.36M	Sell	41,831 -4,590	-10%	-$146K	0.02%	682
2026 Q1	$1.34M	Sell	46,421 -24,693	-35%	-$742K	0.02%	628
2025 Q4	$2.11M	Sell	71,114 -26,128	-27%	-$759K	0.03%	458
2025 Q3	$2.77M	Buy	97,242 +63,557	+189%	+$1.74M	0.05%	355
2025 Q2	$893K	Buy	+33,685	New	+$870K	0.02%	648

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

Principal Securities's RGLO Position: Q2 2026 in Review

Principal Securities reduced its Russell Investments Global Equity ETF (RGLO) stake by 9.9% in Q2 2026, selling an estimated $146K and leaving 41,831 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #682.

Principal Securities first reported a position in RGLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q3 2025. 35 funds tracked by Wall St. Rank hold RGLO as of Q2 2026.

Principal Securities held 41,831 shares of Russell Investments Global Equity ETF worth $1.36M as of Q2 2026.
Principal Securities sold 4,590 Russell Investments Global Equity ETF shares in Q2 2026, an estimated $146K.
Russell Investments Global Equity ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #682 holding.
Principal Securities first reported a position in Russell Investments Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
Principal Securities's Russell Investments Global Equity ETF position peaked at $2.77M in Q3 2025.
35 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.