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

Opal Wealth 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 Q3	$26.3M	Sell	290,985 -390,610	-57%	-$34.2M	5.5%	5
2026 Q2	$58.4M	Buy	681,595 +18,720	+3%	+$1.56M	12.61%	2
2026 Q1	$49.8M	Buy	662,875 +59,935	+10%	+$4.76M	11.27%	2
2025 Q4	$49.6M	Buy	602,940 +16,423	+3%	+$1.36M	12.94%	2
2025 Q3	$48.9M	Buy	586,517 +12,718	+2%	+$1.02M	13.6%	2
2025 Q2	$45.5M	Buy	573,799 +14,929	+3%	+$1.09M	12.62%	2
2025 Q1	$39M	Buy	558,870 +29,725	+6%	+$2.23M	12.02%	2
2024 Q4	$39.8M	Buy	529,145 +790	+0.1%	+$59.8K	11.95%	2
2024 Q3	$38.6M	Buy	528,355 +31,533	+6%	+$2.22M	12.09%	2
2024 Q2	$34.7M	Buy	496,822 +8,010	+2%	+$535K	11.14%	2
2024 Q1	$32.8M	Buy	488,812 +92,894	+23%	+$5.96M	11.12%	2
2023 Q4	$23.6M	Buy	395,918 +4,459	+1%	+$246K	9.31%	1
2023 Q3	$20.3M	Sell	391,459 -59,456	-13%	-$3.22M	11.87%	2
2023 Q2	$24.5M	Sell	450,915 -3,268	-0.7%	-$163K	12.21%	2
2023 Q1	$21.7M	Buy	454,183 +428	+0.1%	+$19.1K	12.64%	2
2022 Q4	$18.5M	Buy	453,755 +18,753	+4%	+$786K	10.21%	2
2022 Q3	$17.2M	Buy	435,002 +3,173	+0.7%	+$141K	12.58%	3
2022 Q2	$18M	Sell	431,829 -98,183	-19%	-$4.5M	11.9%	3
2022 Q1	$28.5M	Sell	530,012 -75,696	-12%	-$4.05M	24.81%	1
2021 Q4	$36.8M	Buy	605,708 +27,730	+5%	+$1.67M	23.28%	1
2021 Q3	$32.6M	Sell	577,978 -28,850	-5%	-$1.66M	31.34%	1
2021 Q2	$33.9M	Buy	606,828 +52,441	+9%	+$2.8M	31.54%	1
2021 Q1	$28M	Buy	554,387 +61,123	+12%	+$3.06M	30.42%	1
2020 Q4	$24.7M	Buy	+493,264	New	+$23.6M	30.93%	1

Other funds holding LRGE

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Opal Wealth Advisors's LRGE Position: Q3 2026 in Review

Opal Wealth Advisors reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 57% in Q3 2026, selling an estimated $34.2M and leaving 290,985 shares worth $26.3M. The position accounts for 5.5% of the portfolio, ranked #5.

Opal Wealth Advisors first reported a position in LRGE in Q4 2020 and has held it in 24 quarters since. The position peaked at $58.4M in Q2 2026. 11 funds tracked by Wall St. Rank hold LRGE as of Q3 2026.

Opal Wealth Advisors held 290,985 shares of ClearBridge Large Cap Growth Select ETF worth $26.3M as of Q3 2026.
Opal Wealth Advisors sold 390,610 ClearBridge Large Cap Growth Select ETF shares in Q3 2026, an estimated $34.2M.
ClearBridge Large Cap Growth Select ETF made up 5.5% of Opal Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Opal Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and has held it in 24 quarters since.
Opal Wealth Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $58.4M in Q2 2026.
11 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.