Cascades Capital Asset Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Cascades Capital Asset Management’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 Q2	$1.19M	Sell	13,925 -462	-3%	-$38.6K	0.44%	48
2026 Q1	$1.08M	Hold	14,387	–	–	0.45%	47
2025 Q4	$1.18M	Sell	14,387 -1,006	-7%	-$83.5K	0.5%	41
2025 Q3	$1.28M	Hold	15,393	–	–	0.56%	36
2025 Q2	$1.22M	Sell	15,393 -428	-3%	-$31.1K	0.63%	34
2025 Q1	$1.1M	Hold	15,821	–	–	0.6%	35
2024 Q4	$1.19M	Sell	15,821 -916	-5%	-$69.3K	0.64%	33
2024 Q3	$1.22M	Buy	+16,737	New	+$1.18M	0.67%	31

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cascades Capital Asset Management's LRGE Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 3.2% in Q2 2026, selling an estimated $38.6K and leaving 13,925 shares worth $1.19M. The position accounts for 0.44% of the portfolio, ranked #48.

Cascades Capital Asset Management first reported a position in LRGE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Cascades Capital Asset Management held 13,925 shares of ClearBridge Large Cap Growth Select ETF worth $1.19M as of Q2 2026.
Cascades Capital Asset Management sold 462 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $38.6K.
ClearBridge Large Cap Growth Select ETF made up 0.44% of Cascades Capital Asset Management's portfolio in Q2 2026, its #48 holding.
Cascades Capital Asset Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's ClearBridge Large Cap Growth Select ETF position peaked at $1.28M in Q3 2025.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.