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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Opal Wealth Advisors's LRGE Position: Q2 2026 in Review

Opal Wealth Advisors increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 2.8% in Q2 2026, buying an estimated $1.56M and bringing the position to 681,595 shares worth $58.4M. The position accounts for 12.61% of the portfolio, ranked #2.

Opal Wealth Advisors first reported a position in LRGE in Q4 2020 and has held it in 23 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • Opal Wealth Advisors held 681,595 shares of ClearBridge Large Cap Growth Select ETF worth $58.4M as of Q2 2026.
  • Opal Wealth Advisors bought 18,720 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $1.56M.
  • ClearBridge Large Cap Growth Select ETF made up 12.61% of Opal Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Opal Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and has held it in 23 quarters since.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.