Addison Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Addison Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.4K	Hold	764	–	–	0.03%	225
2026 Q1	$57.5K	Hold	764	–	–	0.01%	403
2025 Q4	$62.9K	Hold	764	–	–	0.01%	380
2025 Q3	$63.7K	Hold	764	–	–	0.01%	380
2025 Q2	$60.6K	Hold	764	–	–	0.02%	389
2025 Q1	$53.3K	Hold	764	–	–	0.01%	376
2024 Q4	$57.5K	Hold	764	–	–	0.02%	365
2024 Q3	$55.8K	Hold	764	–	–	0.02%	374
2024 Q2	$53.3K	Hold	764	–	–	0.02%	367
2024 Q1	$51.3K	Sell	764 -425	-36%	-$27.3K	0.02%	363
2023 Q4	$71K	Hold	1,189	–	–	0.03%	310
2023 Q3	$61.6K	Sell	1,189 -480	-29%	-$26K	0.03%	299
2023 Q2	$90.6K	Hold	1,669	–	–	0.04%	255
2023 Q1	$79.6K	Hold	1,669	–	–	0.04%	247
2022 Q4	$68.1K	Hold	1,669	–	–	0.04%	260
2022 Q3	$66K	Buy	1,669 +190	+13%	+$8.46K	0.04%	236
2022 Q2	$62K	Buy	1,479 +715	+94%	+$32.8K	0.04%	238
2022 Q1	$41K	Buy	+764	New	+$40.8K	0.02%	306

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Addison Advisors's LRGE Position: Q2 2026 in Review

Addison Advisors held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 764 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #225.

Addison Advisors first reported a position in LRGE in Q1 2022 and has held it in 18 quarters since. The position peaked at $90.6K in Q2 2023. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Addison Advisors held 764 shares of ClearBridge Large Cap Growth Select ETF worth $65.4K as of Q2 2026.
Addison Advisors left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #225 holding.
Addison Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2022 and has held it in 18 quarters since.
Addison Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $90.6K in Q2 2023.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.