Wealthcare Advisory Partners’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Wealthcare Advisory Partners’s Portfolio CACG Stock Details CACG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,885	Closed	-$306K	–	706
2022 Q3	$306K	Hold	8,885	–	–	0.02%	478
2022 Q2	$320K	Hold	8,885	–	–	0.02%	411
2022 Q1	$405K	Hold	8,885	–	–	0.02%	345
2021 Q4	$450K	Hold	8,885	–	–	0.03%	332
2021 Q3	$432K	Sell	8,885 -860	-9%	-$43.3K	0.03%	347
2021 Q2	$484K	Buy	9,745 +860	+10%	+$41.1K	0.03%	325
2021 Q1	$406K	Hold	8,885	–	–	0.03%	331
2020 Q4	$391K	Hold	8,885	–	–	0.03%	276
2020 Q3	$351K	Hold	8,885	–	–	0.04%	255
2020 Q2	$318K	Hold	8,885	–	–	0.04%	233
2020 Q1	$260K	Hold	8,885	–	–	0.04%	234
2019 Q4	$306K	Hold	8,885	–	–	0.04%	239
2019 Q3	$281K	Hold	8,885	–	–	0.04%	224
2019 Q2	$282K	Hold	8,885	–	–	0.04%	211
2019 Q1	$270K	Hold	8,885	–	–	0.05%	200
2018 Q4	$237K	Hold	8,885	–	–	0.05%	188
2018 Q3	$279K	Hold	8,885	–	–	0.05%	179
2018 Q2	$265K	Buy	+8,885	New	+$261K	0.05%	184

Other funds holding CACG

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

RJFSA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's CACG Position: Q4 2022 in Review

Wealthcare Advisory Partners sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2022, closing a stake of 8,885 shares — an estimated $306K sold.

Wealthcare Advisory Partners first reported a position in CACG in Q2 2018 and held it in 18 quarters. The position peaked at $484K in Q2 2021. 39 funds tracked by Wall St. Rank hold CACG as of Q4 2022.

Wealthcare Advisory Partners reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,885 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2022, an estimated $306K.
Wealthcare Advisory Partners first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2018 and held it in 18 quarters.
Wealthcare Advisory Partners's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $484K in Q2 2021.
39 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2022, filed 13 Feb 2023.