JSW
LRGE icon

Journey Strategic Wealth’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-4,230
Closed -$348K – 859
2025
Q4 		$348K Buy
+4,230
New +$351K 0.01% 445

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Journey Strategic Wealth's LRGE Position: Q1 2026 in Review

Journey Strategic Wealth sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2026, closing a stake of 4,230 shares — an estimated $348K sold.

Journey Strategic Wealth first reported a position in LRGE in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • Journey Strategic Wealth reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,230 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $348K.
  • Journey Strategic Wealth first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's ClearBridge Large Cap Growth Select ETF position peaked at $348K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.