Milestone Investment Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Milestone Investment Advisors’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	$444K	Hold	5,907	–	–	0.11%	69
2025 Q4	$486K	Hold	5,907	–	–	0.12%	67
2025 Q3	$492K	Hold	5,907	–	–	0.12%	62
2025 Q2	$468K	Hold	5,907	–	–	0.12%	63
2025 Q1	$412K	Hold	5,907	–	–	0.11%	63
2024 Q4	$445K	Hold	5,907	–	–	0.12%	61
2024 Q3	$431K	Hold	5,907	–	–	0.12%	63
2024 Q2	$412K	Hold	5,907	–	–	0.11%	58
2024 Q1	$396K	Buy	+5,907	New	+$379K	0.11%	59
2023 Q4	–	Sell	-5,517	Closed	-$286K	–	298
2023 Q3	$286K	Hold	5,517	–	–	0.08%	84
2023 Q2	$300K	Buy	5,517 +1,672	+43%	+$83.2K	0.09%	60
2023 Q1	$183K	Hold	3,845	–	–	0.06%	112
2022 Q4	$157K	Buy	+3,845	New	+$161K	0.06%	65

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

Milestone Investment Advisors's LRGE Position: Q1 2026 in Review

Milestone Investment Advisors held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 5,907 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #69.

Milestone Investment Advisors first reported a position in LRGE in Q4 2022 and has held it in 13 quarters since. The position peaked at $492K in Q3 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Milestone Investment Advisors held 5,907 shares of ClearBridge Large Cap Growth Select ETF worth $444K as of Q1 2026.
Milestone Investment Advisors left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up 0.11% of Milestone Investment Advisors's portfolio in Q1 2026, its #69 holding.
Milestone Investment Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2022 and has held it in 13 quarters since.
Milestone Investment Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $492K in Q3 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.