Great Valley Advisor Group
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Great Valley Advisor Group’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Great Valley Advisor Group’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
Q3 		$13.8M Buy
+160,774
New +$13.8M 0.2% 109

Other funds holding LRGC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Laraway Financial Advisors
Laraway Financial Advisors Saint Cloud, Minnesota $161M AUM 28.27% 1-Year Est. Return

Great Valley Advisor Group's LRGC Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in AB US Large Cap Strategic Equities ETF (LRGC) in Q3 2026: 160,774 shares worth $13.8M. The stake represents 0.2% of the portfolio and ranks #109 among its holdings.

15 funds tracked by Wall St. Rank hold LRGC as of Q3 2026.

  • Great Valley Advisor Group held 160,774 shares of AB US Large Cap Strategic Equities ETF worth $13.8M as of Q3 2026.
  • AB US Large Cap Strategic Equities ETF was a new Great Valley Advisor Group position in Q3 2026.
  • AB US Large Cap Strategic Equities ETF made up 0.2% of Great Valley Advisor Group's portfolio in Q3 2026, its #109 holding.
  • 15 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.