Novem Group’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Novem Group’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
2025 Q1	–	Sell	-3,350	Closed	-$252K	–	392
2024 Q4	$252K	Buy	+3,350	New	+$254K	0.04%	309

Other funds holding LRGE

OWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Novem Group's LRGE Position: Q1 2025 in Review

Novem Group sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2025, closing a stake of 3,350 shares — an estimated $252K sold.

Novem Group first reported a position in LRGE in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 83 funds tracked by Wall St. Rank hold LRGE as of Q1 2025.

Novem Group reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2025 after selling out during the quarter.
Novem Group sold 3,350 ClearBridge Large Cap Growth Select ETF shares in Q1 2025, an estimated $252K.
Novem Group first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and held it in 1 quarter.
Novem Group's ClearBridge Large Cap Growth Select ETF position peaked at $252K in Q4 2024.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2025.

Based on Novem Group's 13F filing for Q1 2025, filed 28 Apr 2025.