Avalon Trust’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Avalon Trust’s Portfolio LRGC Stock Details LRGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Buy	+1,474	New	+$113K	0.01%	207

Other funds holding LRGC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avalon Trust's LRGC Position: Q1 2026 in Review

Avalon Trust opened a new position in AB US Large Cap Strategic Equities ETF (LRGC) in Q1 2026: 1,474 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

30 funds tracked by Wall St. Rank hold LRGC as of Q1 2026.

Avalon Trust held 1,474 shares of AB US Large Cap Strategic Equities ETF worth $108K as of Q1 2026.
AB US Large Cap Strategic Equities ETF was a new Avalon Trust position in Q1 2026.
AB US Large Cap Strategic Equities ETF made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #207 holding.
30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.