Elevation Capital Advisory’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Elevation Capital Advisory’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 Q2	–	Sell	-2,953	Closed	-$206K	–	64
2025 Q1	$206K	Sell	2,953 -151	-5%	-$11.3K	0.09%	58
2024 Q4	$234K	Sell	3,104 -184	-6%	-$13.9K	0.1%	48
2024 Q3	$240K	Buy	3,288 +179	+6%	+$12.6K	0.11%	53
2024 Q2	$217K	Buy	+3,109	New	+$208K	0.1%	40

Other funds holding LRGE

OWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

AFA

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

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

Elevation Capital Advisory's LRGE Position: Q2 2025 in Review

Elevation Capital Advisory sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2025, closing a stake of 2,953 shares — an estimated $206K sold.

Elevation Capital Advisory first reported a position in LRGE in Q2 2024 and held it in 4 quarters. The position peaked at $240K in Q3 2024. 88 funds tracked by Wall St. Rank hold LRGE as of Q2 2025.

Elevation Capital Advisory reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2025 after selling out during the quarter.
Elevation Capital Advisory sold 2,953 ClearBridge Large Cap Growth Select ETF shares in Q2 2025, an estimated $206K.
Elevation Capital Advisory first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 4 quarters.
Elevation Capital Advisory's ClearBridge Large Cap Growth Select ETF position peaked at $240K in Q3 2024.
88 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2025.

Based on Elevation Capital Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.