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
Q2 		$1.32M Buy
47,852
+892
+2% +$24.1K 0.41% 70
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 $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Prosperity Financial Group's TALV Position: Q2 2026 in Review

Prosperity Financial Group increased its Transamerica Large Value Active ETF (TALV) stake by 1.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 47,852 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #70.

Prosperity Financial Group first reported a position in TALV in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold TALV as of Q2 2026.

  • Prosperity Financial Group held 47,852 shares of Transamerica Large Value Active ETF worth $1.32M as of Q2 2026.
  • Prosperity Financial Group bought 892 Transamerica Large Value Active ETF shares in Q2 2026, an estimated $24.1K.
  • Transamerica Large Value Active ETF made up 0.41% of Prosperity Financial Group's portfolio in Q2 2026, its #70 holding.
  • Prosperity Financial Group first reported a position in Transamerica Large Value Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Transamerica Large Value Active ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.