RGLO — RUSSELL INVTS EXCHANGE TRADE

Ownership history in BENJAMIN EDWARDS INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in RUSSELL INVTS EXCHANGE TRADE (RGLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q4)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 114,321 +266 +0.2% 0.04% $3.4M $29.69
2025 Q3 ADDED 114,055 +6,033 +5.6% 0.04% $3.2M $28.27
2025 Q2 INITIATED 108,022 — — 0.04% $2.9M $26.34
% of Fund (quarterly)    RGLO price (monthly, adj. close)

Other funds also holding RGLO

As of 2025 Q4 — sorted by position size

VestGen Investment Management 3Y 7Y 0.43% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.41% AlphaStar Capital Management, LLC 3Y 7Y 0.08% Cetera Investment Advisers 3Y 7Y 0.07% Virtu Financial LLC 3Y 7Y 0.06% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.04% SigFig Wealth Management, LLC 3Y 7Y 0.04% Rossby Financial, LCC 0.03% PRINCIPAL SECURITIES, INC. 0.03% Envestnet Portfolio Solutions, Inc. 0.02%
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