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

Intrua Financial’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 		$214K Buy
+2,498
New +$209K 0.02% 459
2026
Q1 		– Sell
-2,823
Closed -$232K – 477
2025
Q4 		$232K Buy
+2,823
New +$234K 0.02% 423

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

Intrua Financial's LRGE Position: Q2 2026 in Review

Intrua Financial opened a new position in ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2026: 2,498 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings. This is a return to the name: Intrua Financial previously reported a position in LRGE as recently as Q4 2025.

Intrua Financial first reported a position in LRGE in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • Intrua Financial held 2,498 shares of ClearBridge Large Cap Growth Select ETF worth $214K as of Q2 2026.
  • ClearBridge Large Cap Growth Select ETF was a new Intrua Financial position in Q2 2026.
  • ClearBridge Large Cap Growth Select ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #459 holding.
  • Intrua Financial first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2025 and has held it in 2 quarters since.
  • Intrua Financial's ClearBridge Large Cap Growth Select ETF position peaked at $232K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.