Kestra Advisory Services’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Kestra Advisory Services’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	$503K	Buy	6,689 +2,097	+46%	+$167K	﹤0.01%	2216
2025 Q4	$378K	Sell	4,592 -213	-4%	-$17.7K	﹤0.01%	2356
2025 Q3	$400K	Sell	4,805 -92	-2%	-$7.4K	﹤0.01%	2213
2025 Q2	$388K	Buy	4,897 +88	+2%	+$6.4K	﹤0.01%	2157
2025 Q1	$336K	Sell	4,809 -424	-8%	-$31.8K	﹤0.01%	2088
2024 Q4	$394K	Sell	5,233 -70,597	-93%	-$5.34M	﹤0.01%	2035
2024 Q3	$5.54M	Buy	75,830 +6,005	+9%	+$423K	0.03%	555
2024 Q2	$4.71M	Buy	69,825 +64,465	+1,203%	+$4.3M	0.03%	613
2024 Q1	$360K	Sell	5,360 -445	-8%	-$28.6K	﹤0.01%	1877
2023 Q4	$346K	Sell	5,805 -130	-2%	-$7.18K	﹤0.01%	1750
2023 Q3	$308K	Buy	5,935 +1,530	+35%	+$82.8K	﹤0.01%	1640
2023 Q2	$239K	Buy	+4,405	New	+$219K	﹤0.01%	1795
2021 Q1	–	Sell	-5,769	Closed	-$288K	–	1966
2020 Q4	$288K	Buy	5,769 +5,674	+5,973%	+$272K	﹤0.01%	1493
2020 Q3	$265K	Buy	+95	New	+$4.22K	﹤0.01%	1166

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Advisory Services's LRGE Position: Q1 2026 in Review

Kestra Advisory Services increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 46% in Q1 2026, buying an estimated $167K and bringing the position to 6,689 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Kestra Advisory Services first reported a position in LRGE in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.54M in Q3 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Kestra Advisory Services held 6,689 shares of ClearBridge Large Cap Growth Select ETF worth $503K as of Q1 2026.
Kestra Advisory Services bought 2,097 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $167K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2216 holding.
Kestra Advisory Services first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2020 and has held it in 14 quarters since.
Kestra Advisory Services's ClearBridge Large Cap Growth Select ETF position peaked at $5.54M in Q3 2024.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.