Cetera Investment Advisers
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Cetera Investment Advisers’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Cetera Investment Advisers’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 		$21.7M Buy
288,496
+8,166
+3% +$649K 0.02% 647
2025
Q4 		$23.1M Buy
280,330
+10,892
+4% +$904K 0.03% 606
2025
Q3 		$22.5M Buy
269,438
+252,380
+1,480% +$20.3M 0.03% 601
2025
Q2 		$1.35M Sell
17,058
-3,781
-18% -$275K ﹤0.01% 2127
2025
Q1 		$1.45M Buy
20,839
+1,125
+6% +$84.4K ﹤0.01% 1978
2024
Q4 		$1.48M Sell
19,714
-4,132
-17% -$313K ﹤0.01% 1875
2024
Q3 		$1.74M Sell
23,846
-6,228
-21% -$438K ﹤0.01% 1724
2024
Q2 		$2.1M Buy
30,074
+16,208
+117% +$1.08M ﹤0.01% 1538
2024
Q1 		$930K Buy
13,866
+3,120
+29% +$200K ﹤0.01% 2134
2023
Q4 		$641K Buy
10,746
+1,859
+21% +$103K 0.01% 1360
2023
Q3 		$461K Buy
8,887
+265
+3% +$14.3K ﹤0.01% 1471
2023
Q2 		$468K Sell
8,622
-23
-0.3% -$1.14K ﹤0.01% 1485
2023
Q1 		$412K Sell
8,645
-1,084
-11% -$48.4K ﹤0.01% 1533
2022
Q4 		$397K Buy
9,729
+26
+0.3% +$1.09K ﹤0.01% 1505
2022
Q3 		$385K Sell
9,703
-1,733
-15% -$77.1K 0.01% 1123
2022
Q2 		$477K Sell
11,436
-374
-3% -$17.1K 0.01% 1126
2022
Q1 		$635K Sell
11,810
-641
-5% -$34.3K 0.01% 1015
2021
Q4 		$756K Buy
12,451
+3,383
+37% +$204K 0.01% 936
2021
Q3 		$512K Buy
9,068
+370
+4% +$21.3K 0.01% 1126
2021
Q2 		$486K Buy
+8,698
New +$465K 0.01% 1135

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return