MOS
LRGE icon

MGO One Seven’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

MGO One Seven’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 		$359K Sell
4,769
-355
-7% -$28.2K 0.01% 1057
2025
Q4 		$422K Buy
5,124
+213
+4% +$17.7K 0.01% 958
2025
Q3 		$409K Hold
4,911
– – 0.01% 889
2025
Q2 		$389K Hold
4,911
– – 0.01% 813
2025
Q1 		$343K Sell
4,911
-98
-2% -$7.35K 0.01% 762
2024
Q4 		$377K Buy
5,009
+365
+8% +$27.6K 0.01% 744
2024
Q3 		$339K Sell
4,644
-7
-0.2% -$493 0.01% 718
2024
Q2 		$325K Sell
4,651
-150
-3% -$10K 0.02% 725
2024
Q1 		$322K Sell
4,801
-362
-7% -$23.2K 0.02% 698
2023
Q4 		$308K Buy
5,163
+988
+24% +$54.6K 0.02% 698
2023
Q3 		$216K Buy
+4,175
New +$226K 0.02% 737
2022
Q1 		– Sell
-3,676
Closed -$223K – 705
2021
Q4 		$223K Buy
3,676
+250
+7% +$15.1K 0.02% 587
2021
Q3 		$208K Buy
+3,426
New +$197K 0.03% 557
2019
Q1 		– Sell
-1,860
Closed -$53K – 1109
2018
Q4 		$53K Buy
+1,860
New +$57.9K 0.02% 616

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B 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