Integrated Wealth Concepts’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Integrated Wealth Concepts’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	$29.4K	Buy	+343	New	+$28.7K	﹤0.01%	3792

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

Integrated Wealth Concepts's LRGE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2026: 343 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #3792 among its holdings.

79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Integrated Wealth Concepts held 343 shares of ClearBridge Large Cap Growth Select ETF worth $29.4K as of Q2 2026.
ClearBridge Large Cap Growth Select ETF was a new Integrated Wealth Concepts position in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3792 holding.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.