Atlas Private Wealth Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Atlas Private Wealth 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
2025 Q3	–	Sell	-3,386	Closed	-$269K	–	174
2025 Q2	$269K	Hold	3,386	–	–	0.03%	169
2025 Q1	$236K	Sell	3,386 -568	-14%	-$42.6K	0.03%	165
2024 Q4	$298K	Hold	3,954	–	–	0.04%	135
2024 Q3	$289K	Sell	3,954 -1,286	-25%	-$90.5K	0.04%	125
2024 Q2	$366K	Buy	+5,240	New	+$350K	0.06%	108

Other funds holding LRGE

OWA

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Atlas Private Wealth Advisors's LRGE Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2025, closing a stake of 3,386 shares — an estimated $269K sold.

Atlas Private Wealth Advisors first reported a position in LRGE in Q2 2024 and held it in 5 quarters. The position peaked at $366K in Q2 2024. 81 funds tracked by Wall St. Rank hold LRGE as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,386 ClearBridge Large Cap Growth Select ETF shares in Q3 2025, an estimated $269K.
Atlas Private Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 5 quarters.
Atlas Private Wealth Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $366K in Q2 2024.
81 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.