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American Financial & Tax Strategies’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

American Financial & Tax Strategies’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 		$278K Hold
3,245
– – 0.13% 94
2026
Q1 		$244K Hold
3,245
– – 0.12% 94
2025
Q4 		$267K Buy
+3,245
New +$269K 0.13% 91

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Financial & Tax Strategies's LRGE Position: Q2 2026 in Review

American Financial & Tax Strategies held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 3,245 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #94.

American Financial & Tax Strategies first reported a position in LRGE in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • American Financial & Tax Strategies held 3,245 shares of ClearBridge Large Cap Growth Select ETF worth $278K as of Q2 2026.
  • American Financial & Tax Strategies left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
  • ClearBridge Large Cap Growth Select ETF made up 0.13% of American Financial & Tax Strategies's portfolio in Q2 2026, its #94 holding.
  • American Financial & Tax Strategies first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.