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Gateway Wealth Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Gateway Wealth Partners’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
Q2 		$1.01M Buy
11,794
+8,510
+259% +$711K 0.06% 300
2026
Q1 		$247K Buy
+3,284
New +$261K 0.01% 823

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Gateway Wealth Partners's LRGE Position: Q2 2026 in Review

Gateway Wealth Partners increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 259% in Q2 2026, buying an estimated $711K and bringing the position to 11,794 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #300.

Gateway Wealth Partners first reported a position in LRGE in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • Gateway Wealth Partners held 11,794 shares of ClearBridge Large Cap Growth Select ETF worth $1.01M as of Q2 2026.
  • Gateway Wealth Partners bought 8,510 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $711K.
  • ClearBridge Large Cap Growth Select ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #300 holding.
  • Gateway Wealth Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.