GIA
CACG

Gladstone Institutional Advisory’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Gladstone Institutional Advisory’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
2024
Q2 		– Sell
-18,500
Closed -$963K – 702
2024
Q1 		$963K Hold
18,500
– – 0.05% 293
2023
Q4 		$872K Hold
18,500
– – 0.05% 311
2023
Q3 		$753K Hold
18,500
– – 0.05% 313
2023
Q2 		$780K Hold
18,500
– – 0.05% 319
2023
Q1 		$697K Hold
18,500
– – 0.05% 347
2022
Q4 		$612K Hold
18,500
– – 0.04% 360
2022
Q3 		$638K Hold
18,500
– – 0.05% 345
2022
Q2 		$666K Hold
18,500
– – 0.05% 351
2022
Q1 		$843K Buy
+18,500
New +$830K 0.06% 333

Gladstone Institutional Advisory's CACG Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q2 2024, closing a stake of 18,500 shares — an estimated $963K sold.

Gladstone Institutional Advisory first reported a position in CACG in Q1 2022 and held it in 9 quarters. The position peaked at $963K in Q1 2024. 0 funds tracked by Wall St. Rank hold CACG as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 18,500 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q2 2024, an estimated $963K.
  • Gladstone Institutional Advisory first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2022 and held it in 9 quarters.
  • Gladstone Institutional Advisory's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $963K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.