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

Creative Planning’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	$305K	Hold	4,053	–	–	﹤0.01%	3420
2025 Q4	$334K	Sell	4,053 -189	-4%	-$15.7K	﹤0.01%	3170
2025 Q3	$354K	Hold	4,242	–	–	﹤0.01%	3019
2025 Q2	$336K	Hold	4,242	–	–	﹤0.01%	2799
2025 Q1	$296K	Hold	4,242	–	–	﹤0.01%	2771
2024 Q4	$319K	Sell	4,242 -884	-17%	-$66.9K	﹤0.01%	2608
2024 Q3	$374K	Hold	5,126	–	–	﹤0.01%	2344
2024 Q2	$358K	Buy	+5,126	New	+$342K	﹤0.01%	2214

Other funds holding LRGE

OWA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Creative Planning's LRGE Position: Q1 2026 in Review

Creative Planning held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 4,053 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Creative Planning first reported a position in LRGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $374K in Q3 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Creative Planning held 4,053 shares of ClearBridge Large Cap Growth Select ETF worth $305K as of Q1 2026.
Creative Planning left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3420 holding.
Creative Planning first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 8 quarters since.
Creative Planning's ClearBridge Large Cap Growth Select ETF position peaked at $374K in Q3 2024.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.