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

Mutual 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
2021 Q3	–	Sell	-39,736	Closed	-$2.22M	–	886
2021 Q2	$2.22M	Buy	39,736 +3,285	+9%	+$175K	0.13%	198
2021 Q1	$1.84M	Buy	+36,451	New	+$1.82M	0.13%	205

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MFG

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mutual Advisors's LRGE Position: Q3 2021 in Review

Mutual Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2021, closing a stake of 39,736 shares — an estimated $2.22M sold.

Mutual Advisors first reported a position in LRGE in Q1 2021 and held it in 2 quarters. The position peaked at $2.22M in Q2 2021. 40 funds tracked by Wall St. Rank hold LRGE as of Q3 2021.

Mutual Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2021 after selling out during the quarter.
Mutual Advisors sold 39,736 ClearBridge Large Cap Growth Select ETF shares in Q3 2021, an estimated $2.22M.
Mutual Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2021 and held it in 2 quarters.
Mutual Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $2.22M in Q2 2021.
40 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.