Creative Planning
CACG

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

Creative Planning’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
2024
Q2 		– Sell
-5,997
Closed -$312K – 3200
2024
Q1 		$312K Sell
5,997
-749
-11% -$37.6K ﹤0.01% 2216
2023
Q4 		$318K Buy
6,746
+294
+5% +$12.7K ﹤0.01% 2049
2023
Q3 		$263K Sell
6,452
-1,571
-20% -$66.3K ﹤0.01% 2039
2023
Q2 		$338K Hold
8,023
– – ﹤0.01% 1819
2023
Q1 		$302K Sell
8,023
-1,057
-12% -$38K ﹤0.01% 1815
2022
Q4 		$301K Sell
9,080
-15,634
-63% -$562K ﹤0.01% 1728
2022
Q3 		$852K Sell
24,714
-1,497
-6% -$57.3K ﹤0.01% 1031
2022
Q2 		$944K Sell
26,211
-5,161
-16% -$203K ﹤0.01% 1002
2022
Q1 		$1.43M Sell
31,372
-2,580
-8% -$116K ﹤0.01% 838
2021
Q4 		$1.72M Sell
33,952
-7,465
-18% -$382K ﹤0.01% 734
2021
Q3 		$2.02M Sell
41,417
-24,668
-37% -$1.24M ﹤0.01% 684
2021
Q2 		$3.28M Sell
66,085
-12,369
-16% -$591K 0.01% 513
2021
Q1 		$3.58M Buy
+78,454
New +$3.53M 0.01% 505

Creative Planning's CACG Position: Q2 2024 in Review

Creative Planning sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 5,997 shares — an estimated $312K sold.

Creative Planning first reported a position in CACG in Q1 2021 and held it in 13 quarters. The position peaked at $3.58M in Q1 2021. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

  • Creative Planning reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 5,997 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $312K.
  • Creative Planning first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2021 and held it in 13 quarters.
  • Creative Planning's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $3.58M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.