PWM
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PMG Wealth Management’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

PMG Wealth 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 		$329K Hold
4,475
– – 0.24% 48
2025
Q4 		$348K Hold
4,475
– – 0.26% 43
2025
Q3 		$343K Hold
4,475
– – 0.26% 42
2025
Q2 		$320K Buy
+4,475
New +$293K 0.26% 42

Other funds holding LRGC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PMG Wealth Management's LRGC Position: Q1 2026 in Review

PMG Wealth Management held its AB US Large Cap Strategic Equities ETF (LRGC) position steady in Q1 2026 at 4,475 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #48.

PMG Wealth Management first reported a position in LRGC in Q2 2025 and has held it in 4 quarters since. The position peaked at $348K in Q4 2025. 30 funds tracked by Wall St. Rank hold LRGC as of Q1 2026.

  • PMG Wealth Management held 4,475 shares of AB US Large Cap Strategic Equities ETF worth $329K as of Q1 2026.
  • PMG Wealth Management left its AB US Large Cap Strategic Equities ETF share count unchanged in Q1 2026.
  • AB US Large Cap Strategic Equities ETF made up 0.24% of PMG Wealth Management's portfolio in Q1 2026, its #48 holding.
  • PMG Wealth Management first reported a position in AB US Large Cap Strategic Equities ETF in Q2 2025 and has held it in 4 quarters since.
  • PMG Wealth Management's AB US Large Cap Strategic Equities ETF position peaked at $348K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.