Ameritas Investment Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Ameritas Investment Partners’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
2022 Q2	–	Sell	-700	Closed	-$37K	–	3161
2022 Q1	$37K	Sell	700 -665	-49%	-$35.5K	﹤0.01%	2237
2021 Q4	$82K	Sell	1,365 -440	-24%	-$26.5K	﹤0.01%	1799
2021 Q3	$101K	Hold	1,805	–	–	﹤0.01%	1686
2021 Q2	$100K	Sell	1,805 -60	-3%	-$3.2K	﹤0.01%	1722
2021 Q1	$94K	Hold	1,865	–	–	﹤0.01%	1713
2020 Q4	$93K	Hold	1,865	–	–	﹤0.01%	1624
2020 Q3	$85K	Hold	1,865	–	–	﹤0.01%	1530
2020 Q2	$76K	Hold	1,865	–	–	﹤0.01%	1583
2020 Q1	$60K	Hold	1,865	–	–	﹤0.01%	1562
2019 Q4	$70K	Hold	1,865	–	–	﹤0.01%	1717
2019 Q3	$64K	Buy	1,865 +1,105	+145%	+$38.8K	﹤0.01%	1731
2019 Q2	$26K	Buy	+760	New	+$26K	﹤0.01%	2293

Other funds holding LRGE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Ameritas Investment Partners's LRGE Position: Q2 2022 in Review

Ameritas Investment Partners sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2022, closing a stake of 700 shares — an estimated $37K sold.

Ameritas Investment Partners first reported a position in LRGE in Q2 2019 and held it in 12 quarters. The position peaked at $101K in Q3 2021. 41 funds tracked by Wall St. Rank hold LRGE as of Q2 2022.

Ameritas Investment Partners reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2022 after selling out during the quarter.
Ameritas Investment Partners sold 700 ClearBridge Large Cap Growth Select ETF shares in Q2 2022, an estimated $37K.
Ameritas Investment Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2019 and held it in 12 quarters.
Ameritas Investment Partners's ClearBridge Large Cap Growth Select ETF position peaked at $101K in Q3 2021.
41 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2022.

Based on Ameritas Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.