EWM
CACG

EPG Wealth Management’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-385
Closed -$11K – 811
2020
Q1 		$11K Hold
385
– – 0.01% 478
2019
Q4 		$13K Buy
+385
New +$12.7K 0.01% 404

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

EPG Wealth Management's CACG Position: Q2 2020 in Review

EPG Wealth Management sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2020, closing a stake of 385 shares — an estimated $11K sold.

EPG Wealth Management first reported a position in CACG in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 36 funds tracked by Wall St. Rank hold CACG as of Q2 2020.

  • EPG Wealth Management reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 385 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2020, an estimated $11K.
  • EPG Wealth Management first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $13K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.