SWP
TALV

Stratos Wealth Partners’s Transamerica Large Value Active ETF TALV Stock Holding History

Stratos Wealth Partners’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 		$240K Buy
+8,725
New +$235K ﹤0.01% 1533

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
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 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
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

Stratos Wealth Partners's TALV Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Transamerica Large Value Active ETF (TALV) in Q2 2026: 8,725 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings.

9 funds tracked by Wall St. Rank hold TALV as of Q2 2026.

  • Stratos Wealth Partners held 8,725 shares of Transamerica Large Value Active ETF worth $240K as of Q2 2026.
  • Transamerica Large Value Active ETF was a new Stratos Wealth Partners position in Q2 2026.
  • Transamerica Large Value Active ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1533 holding.
  • 9 funds tracked by Wall St. Rank held Transamerica Large Value Active ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.