Hantz Financial Services’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Hantz Financial Services’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 Q1	–	Sell	-230	Closed	-$17K	–	1865
2024 Q4	$17K	Hold	230	–	–	﹤0.01%	772
2024 Q3	$17K	Buy	+230	New	+$16.2K	﹤0.01%	740

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Hantz Financial Services's LRGE Position: Q1 2025 in Review

Hantz Financial Services sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2025, closing a stake of 230 shares — an estimated $17K sold.

Hantz Financial Services first reported a position in LRGE in Q3 2024 and held it in 2 quarters. The position peaked at $17K in Q4 2024. 83 funds tracked by Wall St. Rank hold LRGE as of Q1 2025.

Hantz Financial Services reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2025 after selling out during the quarter.
Hantz Financial Services sold 230 ClearBridge Large Cap Growth Select ETF shares in Q1 2025, an estimated $17K.
Hantz Financial Services first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2024 and held it in 2 quarters.
Hantz Financial Services's ClearBridge Large Cap Growth Select ETF position peaked at $17K in Q4 2024.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2025.

Based on Hantz Financial Services's 13F filing for Q1 2025, filed 12 May 2025.