Valley Wealth Managers
LRGG icon

Valley Wealth Managers’s Nomura Focused Large Growth ETF LRGG Stock Holding History

Valley Wealth Managers’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
Q3 		$7.89K Sell
264
-1,185
-82% -$34.7K ﹤0.01% 297
2026
Q2 		$39.8K Sell
1,449
-28,652
-95% -$790K ﹤0.01% 229
2026
Q1 		$771K Sell
30,101
-816,284
-96% -$22.5M 0.05% 142
2025
Q4 		$25.1M Buy
846,385
+10,888
+1% +$322K 1.61% 19
2025
Q3 		$25.1M Buy
835,497
+53,506
+7% +$1.58M 1.66% 15
2025
Q2 		$22.4M Buy
781,991
+253,459
+48% +$6.79M 1.61% 20
2025
Q1 		$13.8M Buy
528,532
+42,194
+9% +$1.15M 1.05% 43
2024
Q4 		$13.4M Buy
486,338
+17,806
+4% +$493K 1% 44
2024
Q3 		$12.7M Buy
468,532
+69,322
+17% +$1.84M 0.94% 45
2024
Q2 		$10.6M Buy
+399,210
New +$10.3M 0.84% 46

Other funds holding LRGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valley Wealth Managers's LRGG Position: Q3 2026 in Review

Valley Wealth Managers reduced its Nomura Focused Large Growth ETF (LRGG) stake by 82% in Q3 2026, selling an estimated $34.7K and leaving 264 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Valley Wealth Managers first reported a position in LRGG in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.1M in Q3 2025. 6 funds tracked by Wall St. Rank hold LRGG as of Q3 2026.

  • Valley Wealth Managers held 264 shares of Nomura Focused Large Growth ETF worth $7.89K as of Q3 2026.
  • Valley Wealth Managers sold 1,185 Nomura Focused Large Growth ETF shares in Q3 2026, an estimated $34.7K.
  • Nomura Focused Large Growth ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #297 holding.
  • Valley Wealth Managers first reported a position in Nomura Focused Large Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • Valley Wealth Managers's Nomura Focused Large Growth ETF position peaked at $25.1M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Nomura Focused Large Growth ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.