Russell Tax-MGD US L/C-SRETSX

13F holders, Q1 2024 (March 31)
2holders
$77.90avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Russell Tax-MGD US L/C-S (RETSX) in their 13F filings. The largest holders were RiverFront Investment Group, LLC ($1.2M) and Tucker Asset Management LLC ($52K).

Company
Russell Tax-MGD US L/C-S
CUSIP
782493720
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

RiverFront Investment Group, LLC 0.03% Add +66.8% 15,896 $1.2M
Tucker Asset Management LLC 0.01% No change 670 $52K

"% of holder's portfolio" is RETSX's weight in each manager's 13F, not the share of Russell Tax-MGD US L/C-S the manager owns.