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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
Q2 		$206K Buy
+2,462
New +$200K ﹤0.01% 756

Other funds holding LRGC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's LRGC Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in AB US Large Cap Strategic Equities ETF (LRGC) in Q2 2026: 2,462 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

30 funds tracked by Wall St. Rank hold LRGC as of Q2 2026.

  • Valeo Financial Advisors held 2,462 shares of AB US Large Cap Strategic Equities ETF worth $206K as of Q2 2026.
  • AB US Large Cap Strategic Equities ETF was a new Valeo Financial Advisors position in Q2 2026.
  • AB US Large Cap Strategic Equities ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #756 holding.
  • 30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.