Dynamic Advisor Solutions’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Dynamic Advisor Solutions’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
2025 Q1	–	Sell	-3,327	Closed	-$250K	–	870
2024 Q4	$250K	Buy	3,327 +151	+5%	+$11.4K	0.01%	574
2024 Q3	$232K	Sell	3,176 -981	-24%	-$69.1K	0.01%	838
2024 Q2	$290K	Sell	4,157 -1,672	-29%	-$112K	0.01%	773
2024 Q1	$391K	Buy	5,829 +386	+7%	+$24.8K	0.01%	670
2023 Q4	$316K	Buy	+5,443	New	+$301K	0.01%	698

Other funds holding LRGE

OWA

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Dynamic Advisor Solutions's LRGE Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2025, closing a stake of 3,327 shares — an estimated $250K sold.

Dynamic Advisor Solutions first reported a position in LRGE in Q4 2023 and held it in 5 quarters. The position peaked at $391K in Q1 2024. 83 funds tracked by Wall St. Rank hold LRGE as of Q1 2025.

Dynamic Advisor Solutions reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 3,327 ClearBridge Large Cap Growth Select ETF shares in Q1 2025, an estimated $250K.
Dynamic Advisor Solutions first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2023 and held it in 5 quarters.
Dynamic Advisor Solutions's ClearBridge Large Cap Growth Select ETF position peaked at $391K in Q1 2024.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.