Creative Financial Designs’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Creative Financial Designs’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
2021 Q3	–	Sell	-197	Closed	-$11.3K	–	1431
2021 Q2	$11K	Sell	197 -206	-51%	-$11K	﹤0.01%	998
2021 Q1	$20K	Sell	403 -892	-69%	-$44.6K	﹤0.01%	786
2020 Q4	$65K	Buy	+1,295	New	+$62K	0.01%	453

Other funds holding LRGE

OWA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MFG

Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return

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

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

Creative Financial Designs's LRGE Position: Q3 2021 in Review

Creative Financial Designs sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2021, closing a stake of 197 shares — an estimated $11.3K sold.

Creative Financial Designs first reported a position in LRGE in Q4 2020 and held it in 3 quarters. The position peaked at $65K in Q4 2020. 40 funds tracked by Wall St. Rank hold LRGE as of Q3 2021.

Creative Financial Designs reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2021 after selling out during the quarter.
Creative Financial Designs sold 197 ClearBridge Large Cap Growth Select ETF shares in Q3 2021, an estimated $11.3K.
Creative Financial Designs first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and held it in 3 quarters.
Creative Financial Designs's ClearBridge Large Cap Growth Select ETF position peaked at $65K in Q4 2020.
40 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.