VestGen Advisors
RGLO icon

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

VestGen 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 		– Sell
-32,630
Closed -$1.06M – 1235
2026
Q2 		$1.06M Sell
32,630
-458
-1% -$14.5K 0.03% 443
2026
Q1 		$1.06M Buy
+33,088
New +$995K 0.03% 443

Other funds holding RGLO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

VestGen Advisors's RGLO Position: Q3 2026 in Review

VestGen Advisors sold out of Russell Investments Global Equity ETF (RGLO) in Q3 2026, closing a stake of 32,630 shares — an estimated $1.06M sold.

VestGen Advisors first reported a position in RGLO in Q1 2026 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 14 funds tracked by Wall St. Rank hold RGLO as of Q3 2026.

  • VestGen Advisors reported no remaining Russell Investments Global Equity ETF position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 32,630 Russell Investments Global Equity ETF shares in Q3 2026, an estimated $1.06M.
  • VestGen Advisors first reported a position in Russell Investments Global Equity ETF in Q1 2026 and held it in 2 quarters.
  • VestGen Advisors's Russell Investments Global Equity ETF position peaked at $1.06M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.