Cetera Advisor Networks’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Cetera Advisor Networks’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 Q4	–	Sell	-6,404	Closed	-$254K	–	2569
2022 Q3	$254K	Sell	6,404 -9,079	-59%	-$404K	﹤0.01%	1712
2022 Q2	$646K	Buy	15,483 +865	+6%	+$39.6K	0.01%	1111
2022 Q1	$786K	Buy	14,618 +285	+2%	+$15.2K	0.01%	1031
2021 Q4	$871K	Buy	14,333 +1,075	+8%	+$64.8K	0.01%	965
2021 Q3	$748K	Sell	13,258 -212	-2%	-$12.2K	0.01%	980
2021 Q2	$752K	Buy	13,470 +1,158	+9%	+$61.8K	0.01%	958
2021 Q1	$622K	Buy	12,312 +3,620	+42%	+$181K	0.01%	773
2020 Q4	$435K	Buy	8,692 +2,005	+30%	+$96.1K	0.01%	851
2020 Q3	$307K	Buy	6,687 +3,167	+90%	+$141K	0.01%	921
2020 Q2	$144K	Buy	+3,520	New	+$132K	﹤0.01%	1299

Other funds holding LRGE

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

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

OAM

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

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

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

Cetera Advisor Networks's LRGE Position: Q4 2022 in Review

Cetera Advisor Networks sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q4 2022, closing a stake of 6,404 shares — an estimated $254K sold.

Cetera Advisor Networks first reported a position in LRGE in Q2 2020 and held it in 10 quarters. The position peaked at $871K in Q4 2021. 40 funds tracked by Wall St. Rank hold LRGE as of Q4 2022.

Cetera Advisor Networks reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q4 2022 after selling out during the quarter.
Cetera Advisor Networks sold 6,404 ClearBridge Large Cap Growth Select ETF shares in Q4 2022, an estimated $254K.
Cetera Advisor Networks first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2020 and held it in 10 quarters.
Cetera Advisor Networks's ClearBridge Large Cap Growth Select ETF position peaked at $871K in Q4 2021.
40 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2022.

Based on Cetera Advisor Networks's 13F filing for Q4 2022, filed 14 Feb 2023.