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Russell Invts Exchange Trade shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Russell Invts Exchange Trade (RGLO) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Russell Invts Exchange Trade

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All positions including Russell Invts Exchange Trade held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Russell Invts Exchange Trade by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 9.5k 28.45
2025-06-30 $253k 9.5k 26.51

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Russell Invts Exchange Trade

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Baird Financial
Benjamin Edwards
Branch Banking & Trust Company
Principal Securities
Bank of New York Mellon
Jane Street
AlphaStar Capital Management
Mml Investors Services
Hanlon Investment Management
Envestnet Portfolio Solutions
Atria Wealth Solutions
NewEdge Wealth

View all funds holding Russell Invts Exchange Trade