Independent Financial Group’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-2,640	Closed	-$209K	–	1399
2025 Q2	$209K	Buy	+2,640	New	+$192K	0.01%	1207
2025 Q1	–	Sell	-2,981	Closed	-$224K	–	1228
2024 Q4	$224K	Sell	2,981 -29	-1%	-$2.19K	0.01%	1037
2024 Q3	$220K	Hold	3,010	–	–	0.01%	1023
2024 Q2	$210K	Buy	+3,010	New	+$201K	0.01%	1009

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

AFA

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Independent Financial Group's LRGE Position: Q3 2025 in Review

Independent Financial Group sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2025, closing a stake of 2,640 shares — an estimated $209K sold.

Independent Financial Group first reported a position in LRGE in Q2 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2024. 81 funds tracked by Wall St. Rank hold LRGE as of Q3 2025.

Independent Financial Group reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 2,640 ClearBridge Large Cap Growth Select ETF shares in Q3 2025, an estimated $209K.
Independent Financial Group first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 4 quarters.
Independent Financial Group's ClearBridge Large Cap Growth Select ETF position peaked at $224K in Q4 2024.
81 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.