PWM
LRGG

Prosperity Wealth Management’s Nomura Focused Large Growth ETF LRGG Stock Holding History

Prosperity Wealth Management’s Portfolio LRGG Stock Details LRGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.26M Sell
76,514
-13,180
-15% -$390K 0.75% 23
2025
Q3 		$2.7M Sell
89,694
-35,664
-28% -$1.05M 0.91% 17
2025
Q2 		$3.6M Buy
+125,358
New +$3.36M 1.33% 12

Other funds holding LRGG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prosperity Wealth Management's LRGG Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Nomura Focused Large Growth ETF (LRGG) stake by 15% in Q4 2025, selling an estimated $390K and leaving 76,514 shares worth $2.26M. The position accounts for 0.75% of the portfolio, ranked #23.

Prosperity Wealth Management first reported a position in LRGG in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.6M in Q2 2025. 21 funds tracked by Wall St. Rank hold LRGG as of Q4 2025.

  • Prosperity Wealth Management held 76,514 shares of Nomura Focused Large Growth ETF worth $2.26M as of Q4 2025.
  • Prosperity Wealth Management sold 13,180 Nomura Focused Large Growth ETF shares in Q4 2025, an estimated $390K.
  • Nomura Focused Large Growth ETF made up 0.75% of Prosperity Wealth Management's portfolio in Q4 2025, its #23 holding.
  • Prosperity Wealth Management first reported a position in Nomura Focused Large Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's Nomura Focused Large Growth ETF position peaked at $3.6M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Nomura Focused Large Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.