Gladstone Institutional Advisory’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Gladstone Institutional 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
2026 Q2	$3.15M	Sell	36,737 -14	-0%	-$1.17K	0.1%	215
2026 Q1	$2.76M	Sell	36,751 -2,340	-6%	-$186K	0.1%	206
2025 Q4	$3.22M	Hold	39,091	–	–	0.12%	179
2025 Q3	$3.26M	Sell	39,091 -500	-1%	-$40.2K	0.13%	173
2025 Q2	$3.14M	Buy	39,591 +1,006	+3%	+$73.2K	0.13%	171
2025 Q1	$2.69M	Sell	38,585 -386	-1%	-$28.9K	0.13%	182
2024 Q4	$2.93M	Buy	38,971 +353	+0.9%	+$26.7K	0.14%	168
2024 Q3	$2.82M	Buy	38,618 +158	+0.4%	+$11.1K	0.14%	176
2024 Q2	$2.69M	Buy	38,460 +14,278	+59%	+$953K	0.14%	178
2024 Q1	$1.62M	Sell	24,182 -2,401	-9%	-$154K	0.09%	242
2023 Q4	$1.59M	Hold	26,583	–	–	0.09%	225
2023 Q3	$1.38M	Buy	26,583 +1,609	+6%	+$87.1K	0.09%	230
2023 Q2	$1.36M	Buy	24,974 +360	+1%	+$17.9K	0.08%	233
2023 Q1	$1.17M	Hold	24,614	–	–	0.08%	254
2022 Q4	$1M	Hold	24,614	–	–	0.07%	275
2022 Q3	$976K	Hold	24,614	–	–	0.08%	267
2022 Q2	$1.03M	Hold	24,614	–	–	0.08%	264
2022 Q1	$1.32M	Buy	+24,614	New	+$1.32M	0.09%	244

Other funds holding LRGE

OWA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gladstone Institutional Advisory's LRGE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 0.04% in Q2 2026, selling an estimated $1.17K and leaving 36,737 shares worth $3.15M. The position accounts for 0.1% of the portfolio, ranked #215.

Gladstone Institutional Advisory first reported a position in LRGE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.26M in Q3 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Gladstone Institutional Advisory held 36,737 shares of ClearBridge Large Cap Growth Select ETF worth $3.15M as of Q2 2026.
Gladstone Institutional Advisory sold 14 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $1.17K.
ClearBridge Large Cap Growth Select ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #215 holding.
Gladstone Institutional Advisory first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2022 and has held it in 18 quarters since.
Gladstone Institutional Advisory's ClearBridge Large Cap Growth Select ETF position peaked at $3.26M in Q3 2025.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.