Avantax Advisory Services’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Avantax Advisory Services’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 Q2	$23M	Sell	289,647 -11,885	-4%	-$865K	0.13%	132
2025 Q1	$21M	Buy	301,532 +229	+0.1%	+$17.2K	0.13%	127
2024 Q4	$22.7M	Sell	301,303 -4,788	-2%	-$362K	0.14%	108
2024 Q3	$22.4M	Sell	306,091 -20,078	-6%	-$1.41M	0.15%	106
2024 Q2	$22.8M	Sell	326,169 -30,172	-8%	-$2.01M	0.16%	101
2024 Q1	$23.9M	Sell	356,341 -106,392	-23%	-$6.83M	0.21%	72
2023 Q4	$27.6M	Sell	462,733 -14,641	-3%	-$809K	0.27%	46
2023 Q3	$24.7M	Sell	477,374 -18,699	-4%	-$1.01M	0.28%	48
2023 Q2	$26.9M	Sell	496,073 -25,229	-5%	-$1.26M	0.31%	38
2023 Q1	$24.9M	Sell	521,302 -9,423	-2%	-$421K	0.3%	41
2022 Q4	$21.7M	Sell	530,725 -234	-0%	-$9.81K	0.29%	44
2022 Q3	$21M	Buy	530,959 +16,363	+3%	+$728K	0.32%	37
2022 Q2	$21.5M	Sell	514,596 -4,233	-0.8%	-$194K	0.32%	38
2022 Q1	$27.9M	Sell	518,829 -32,109	-6%	-$1.72M	0.38%	33
2021 Q4	$33.5M	Buy	550,938 +770	+0.1%	+$46.4K	0.5%	27
2021 Q3	$31.1M	Buy	550,168 +351	+0.1%	+$20.2K	0.52%	26
2021 Q2	$30.7M	Sell	549,817 -2,783	-0.5%	-$149K	0.56%	24
2021 Q1	$27.9M	Sell	552,600 -16,078	-3%	-$804K	0.6%	23
2020 Q4	$28.5M	Sell	568,678 -329,921	-37%	-$15.8M	0.68%	22
2020 Q3	$41.2M	Buy	898,599 +230,157	+34%	+$10.2M	0.66%	26
2020 Q2	$27.3M	Sell	668,442 -3,534,198	-84%	-$133M	0.79%	20
2020 Q1	$136M	Sell	4,202,640 -31,396	-0.7%	-$1.16M	4.07%	5
2019 Q4	$161M	Buy	4,234,036 +130,017	+3%	+$4.73M	3.74%	7
2019 Q3	$143M	Buy	4,104,019 +246,018	+6%	+$8.63M	5.77%	5
2019 Q2	$134M	Buy	3,858,001 +484,114	+14%	+$16.6M	5.93%	5
2019 Q1	$112M	Buy	+3,373,887	New	+$107M	5.94%	6

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's LRGE Position: Q2 2025 in Review

Avantax Advisory Services reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 3.9% in Q2 2025, selling an estimated $865K and leaving 289,647 shares worth $23M. The position accounts for 0.13% of the portfolio, ranked #132.

Avantax Advisory Services first reported a position in LRGE in Q1 2019 and has held it in 26 quarters since. The position peaked at $161M in Q4 2019. 88 funds tracked by Wall St. Rank hold LRGE as of Q2 2025.

Avantax Advisory Services held 289,647 shares of ClearBridge Large Cap Growth Select ETF worth $23M as of Q2 2025.
Avantax Advisory Services sold 11,885 ClearBridge Large Cap Growth Select ETF shares in Q2 2025, an estimated $865K.
ClearBridge Large Cap Growth Select ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #132 holding.
Avantax Advisory Services first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's ClearBridge Large Cap Growth Select ETF position peaked at $161M in Q4 2019.
88 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.