Summit Financial Wealth Advisors’s Nomura Focused Large Growth ETF LRGG Stock Holding History

Summit Financial Wealth Advisors’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
2026 Q1	–	Sell	-7,920	Closed	-$234K	–	206
2025 Q4	$234K	Sell	7,920 -3,460	-30%	-$102K	0.03%	174
2025 Q3	$342K	Sell	11,380 -600	-5%	-$17.7K	0.05%	124
2025 Q2	$344K	Buy	11,980 +3,575	+43%	+$95.7K	0.06%	121
2025 Q1	$220K	Buy	+8,405	New	+$230K	0.04%	135

Other funds holding LRGG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Financial Wealth Advisors's LRGG Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of Nomura Focused Large Growth ETF (LRGG) in Q1 2026, closing a stake of 7,920 shares — an estimated $234K sold.

Summit Financial Wealth Advisors first reported a position in LRGG in Q1 2025 and held it in 4 quarters. The position peaked at $344K in Q2 2025. 19 funds tracked by Wall St. Rank hold LRGG as of Q1 2026.

Summit Financial Wealth Advisors reported no remaining Nomura Focused Large Growth ETF position as of Q1 2026 after selling out during the quarter.
Summit Financial Wealth Advisors sold 7,920 Nomura Focused Large Growth ETF shares in Q1 2026, an estimated $234K.
Summit Financial Wealth Advisors first reported a position in Nomura Focused Large Growth ETF in Q1 2025 and held it in 4 quarters.
Summit Financial Wealth Advisors's Nomura Focused Large Growth ETF position peaked at $344K in Q2 2025.
19 funds tracked by Wall St. Rank held Nomura Focused Large Growth ETF as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.