Avantax Planning Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Avantax Planning 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
2026 Q1	$240K	Hold	3,197	–	–	0.01%	389
2025 Q4	$263K	Hold	3,197	–	–	0.01%	372
2025 Q3	$266K	Hold	3,197	–	–	0.01%	375
2025 Q2	$254K	Sell	3,197 -48	-1%	-$3.49K	0.01%	384
2025 Q1	$226K	Hold	3,245	–	–	0.01%	386
2024 Q4	$244K	Hold	3,245	–	–	0.01%	373
2024 Q3	$237K	Hold	3,245	–	–	0.01%	384
2024 Q2	$227K	Hold	3,245	–	–	0.01%	418
2024 Q1	$218K	Buy	+3,245	New	+$208K	0.01%	429
2022 Q3	–	Sell	-6,565	Closed	-$274K	–	358
2022 Q2	$274K	Buy	+6,565	New	+$301K	0.01%	283

Other funds holding LRGE

OWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

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

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

Avantax Planning Partners's LRGE Position: Q1 2026 in Review

Avantax Planning Partners held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 3,197 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #389.

Avantax Planning Partners first reported a position in LRGE in Q2 2022 and has held it in 10 quarters since. The position peaked at $274K in Q2 2022. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Avantax Planning Partners held 3,197 shares of ClearBridge Large Cap Growth Select ETF worth $240K as of Q1 2026.
Avantax Planning Partners left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #389 holding.
Avantax Planning Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2022 and has held it in 10 quarters since.
Avantax Planning Partners's ClearBridge Large Cap Growth Select ETF position peaked at $274K in Q2 2022.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.