Valeo Financial Advisors
LRGC icon

Valeo Financial Advisors’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Valeo Financial Advisors’s Portfolio LRGC Stock Details LRGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$212K Hold
2,462
– – ﹤0.01% 764
2026
Q2 		$206K Buy
+2,462
New +$200K ﹤0.01% 756

Other funds holding LRGC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Valeo Financial Advisors's LRGC Position: Q3 2026 in Review

Valeo Financial Advisors held its AB US Large Cap Strategic Equities ETF (LRGC) position steady in Q3 2026 at 2,462 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Valeo Financial Advisors first reported a position in LRGC in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold LRGC as of Q3 2026.

  • Valeo Financial Advisors held 2,462 shares of AB US Large Cap Strategic Equities ETF worth $212K as of Q3 2026.
  • Valeo Financial Advisors left its AB US Large Cap Strategic Equities ETF share count unchanged in Q3 2026.
  • AB US Large Cap Strategic Equities ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #764 holding.
  • Valeo Financial Advisors first reported a position in AB US Large Cap Strategic Equities ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.