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

HWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Valley Wealth Managers's LRGG Position: Q2 2026 in Review

Valley Wealth Managers reduced its Nomura Focused Large Growth ETF (LRGG) stake by 95% in Q2 2026, selling an estimated $790K and leaving 1,449 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Valley Wealth Managers first reported a position in LRGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.1M in Q3 2025. 11 funds tracked by Wall St. Rank hold LRGG as of Q2 2026.

Valley Wealth Managers held 1,449 shares of Nomura Focused Large Growth ETF worth $39.8K as of Q2 2026.
Valley Wealth Managers sold 28,652 Nomura Focused Large Growth ETF shares in Q2 2026, an estimated $790K.
Nomura Focused Large Growth ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #229 holding.
Valley Wealth Managers first reported a position in Nomura Focused Large Growth ETF in Q2 2024 and has held it in 9 quarters since.
Valley Wealth Managers's Nomura Focused Large Growth ETF position peaked at $25.1M in Q3 2025.
11 funds tracked by Wall St. Rank held Nomura Focused Large Growth ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.