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Russell Invts Exchange Trade shares owned by UMA Financial Services

Quarter-by-quarter ownership of Russell Invts Exchange Trade (RGLO) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Russell Invts Exchange Trade

Tip: Access up to 7 years of quarterly data

All positions including Russell Invts Exchange Trade held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Russell Invts Exchange Trade by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 141 28.45
2025-06-30 $34k 1.3k 26.51

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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