Envestnet Asset Management’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Envestnet Asset Management’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	$6.29M	Buy	85,554 +5,976	+8%	+$460K	﹤0.01%	2157
2025 Q4	$6.19M	Buy	79,578 +1,219	+2%	+$94.4K	﹤0.01%	2031
2025 Q3	$6.03M	Buy	78,359 +37,065	+90%	+$2.76M	﹤0.01%	2107
2025 Q2	$2.95M	Buy	+41,294	New	+$2.7M	﹤0.01%	2545

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 $541M AUM 12.14% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $390M AUM 58.18% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Envestnet Asset Management's LRGC Position: Q1 2026 in Review

Envestnet Asset Management increased its AB US Large Cap Strategic Equities ETF (LRGC) stake by 7.5% in Q1 2026, buying an estimated $460K and bringing the position to 85,554 shares worth $6.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Envestnet Asset Management first reported a position in LRGC in Q2 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold LRGC as of Q1 2026.

Envestnet Asset Management held 85,554 shares of AB US Large Cap Strategic Equities ETF worth $6.29M as of Q1 2026.
Envestnet Asset Management bought 5,976 AB US Large Cap Strategic Equities ETF shares in Q1 2026, an estimated $460K.
AB US Large Cap Strategic Equities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2157 holding.
Envestnet Asset Management first reported a position in AB US Large Cap Strategic Equities ETF in Q2 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.