Future Financial Wealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Future Financial Wealth Management’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 Q4	–	Sell	-1,200	Closed	-$100K	–	291
2025 Q3	$100K	Hold	1,200	–	–	0.06%	169
2025 Q2	$95.2K	Hold	1,200	–	–	0.06%	166
2025 Q1	$83.7K	Hold	1,200	–	–	0.06%	173
2024 Q4	$90.3K	Hold	1,200	–	–	0.07%	166
2024 Q3	$87.6K	Buy	+1,200	New	+$84.5K	0.06%	183
2024 Q2	–	Sell	-1,200	Closed	-$80.5K	–	302
2024 Q1	$80.5K	Buy	+1,200	New	+$77.1K	0.06%	200
2022 Q2	–	Sell	-1,200	Closed	-$65K	–	319
2022 Q1	$65K	Hold	1,200	–	–	0.05%	238
2021 Q4	$73K	Buy	+1,200	New	+$72.3K	0.06%	225

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Future Financial Wealth Management's LRGE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q4 2025, closing a stake of 1,200 shares — an estimated $100K sold.

Future Financial Wealth Management first reported a position in LRGE in Q4 2021 and held it in 8 quarters. The position peaked at $100K in Q3 2025. 83 funds tracked by Wall St. Rank hold LRGE as of Q4 2025.

Future Financial Wealth Management reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,200 ClearBridge Large Cap Growth Select ETF shares in Q4 2025, an estimated $100K.
Future Financial Wealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $100K in Q3 2025.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.