WFAG
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Worth Financial Advisory Group’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-880
Closed -$581K – 214
2026
Q1 		$581K Buy
+880
New +$67.7K 0.25% 34

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

Worth Financial Advisory Group's LRGC Position: Q2 2026 in Review

Worth Financial Advisory Group sold out of AB US Large Cap Strategic Equities ETF (LRGC) in Q2 2026, closing a stake of 880 shares — an estimated $581K sold.

Worth Financial Advisory Group first reported a position in LRGC in Q1 2026 and held it in 1 quarter. The position peaked at $581K in Q1 2026. 29 funds tracked by Wall St. Rank hold LRGC as of Q2 2026.

  • Worth Financial Advisory Group reported no remaining AB US Large Cap Strategic Equities ETF position as of Q2 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 880 AB US Large Cap Strategic Equities ETF shares in Q2 2026, an estimated $581K.
  • Worth Financial Advisory Group first reported a position in AB US Large Cap Strategic Equities ETF in Q1 2026 and held it in 1 quarter.
  • Worth Financial Advisory Group's AB US Large Cap Strategic Equities ETF position peaked at $581K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.