PFG
TALV

Prosperity Financial Group’s Transamerica Large Value Active ETF TALV Stock Holding History

Prosperity Financial Group’s Portfolio TALV Stock Details TALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
+46,960
New +$1.22M 0.44% 69

Other funds holding TALV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Prosperity Financial Group's TALV Position: Q1 2026 in Review

Prosperity Financial Group opened a new position in Transamerica Large Value Active ETF (TALV) in Q1 2026: 46,960 shares worth $1.18M. The stake represents 0.44% of the portfolio and ranks #69 among its holdings.

6 funds tracked by Wall St. Rank hold TALV as of Q1 2026.

  • Prosperity Financial Group held 46,960 shares of Transamerica Large Value Active ETF worth $1.18M as of Q1 2026.
  • Transamerica Large Value Active ETF was a new Prosperity Financial Group position in Q1 2026.
  • Transamerica Large Value Active ETF made up 0.44% of Prosperity Financial Group's portfolio in Q1 2026, its #69 holding.
  • 6 funds tracked by Wall St. Rank held Transamerica Large Value Active ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.