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Independent Advisor Alliance’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-13,677
Closed -$1.03M – 1418
2026
Q1 		$1.03M Buy
+13,677
New +$1.09M 0.01% 820
2025
Q1 		– Sell
-28,507
Closed -$2.15M – 1145
2024
Q4 		$2.15M Buy
+28,507
New +$2.16M 0.03% 492

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

Independent Advisor Alliance's LRGE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2026, closing a stake of 13,677 shares — an estimated $1.03M sold.

Independent Advisor Alliance first reported a position in LRGE in Q4 2024 and held it in 2 quarters. The position peaked at $2.15M in Q4 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,677 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $1.03M.
  • Independent Advisor Alliance first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's ClearBridge Large Cap Growth Select ETF position peaked at $2.15M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.