CL
CACG

COWA LLC’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

COWA LLC’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,936
Closed -$273K – 345
2022
Q3 		$273K Sell
7,936
-9,573
-55% -$366K 0.18% 93
2022
Q2 		$630K Buy
+17,509
New +$690K 0.36% 57

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

COWA LLC's CACG Position: Q4 2022 in Review

COWA LLC sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2022, closing a stake of 7,936 shares — an estimated $273K sold.

COWA LLC first reported a position in CACG in Q2 2022 and held it in 2 quarters. The position peaked at $630K in Q2 2022. 39 funds tracked by Wall St. Rank hold CACG as of Q4 2022.

  • COWA LLC reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 7,936 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2022, an estimated $273K.
  • COWA LLC first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2022 and held it in 2 quarters.
  • COWA LLC's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $630K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.