American Portfolios Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

American Portfolios Advisors’s Portfolio CACG Stock Details CACG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$125K	Sell	3,620 -365	-9%	-$14K	0.01%	1228
2022 Q2	$143K	Sell	3,985 -12	-0.3%	-$473	0.01%	1218
2022 Q1	$182K	Buy	3,997 +825	+26%	+$37K	0.01%	1199
2021 Q4	$161K	Buy	3,172 +2,025	+177%	+$104K	0.01%	1273
2021 Q3	$55.8K	Buy	1,147 +1,132	+7,547%	+$57K	﹤0.01%	1713
2021 Q2	$744	Buy	+15	New	+$717	﹤0.01%	3295

Other funds holding CACG

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

American Portfolios Advisors's CACG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) stake by 9.2% in Q3 2022, selling an estimated $14K and leaving 3,620 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #1228.

American Portfolios Advisors first reported a position in CACG in Q2 2021 and has held it in 6 quarters since. The position peaked at $182K in Q1 2022. 42 funds tracked by Wall St. Rank hold CACG as of Q3 2022.

American Portfolios Advisors held 3,620 shares of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF worth $125K as of Q3 2022.
American Portfolios Advisors sold 365 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q3 2022, an estimated $14K.
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1228 holding.
American Portfolios Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $182K in Q1 2022.
42 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.