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

Win 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
2025 Q3	–	Sell	-5,384	Closed	-$427K	–	68
2025 Q2	$427K	Buy	5,384 +83	+2%	+$6.04K	0.21%	47
2025 Q1	$370K	Buy	5,301 +15	+0.3%	+$1.13K	0.19%	52
2024 Q4	$398K	Buy	+5,286	New	+$400K	0.19%	54
2024 Q2	–	Sell	-5,806	Closed	-$390K	–	64
2024 Q1	$390K	Buy	+5,806	New	+$373K	0.17%	44

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

AFA

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Win Advisors's LRGE Position: Q3 2025 in Review

Win Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2025, closing a stake of 5,384 shares — an estimated $427K sold.

Win Advisors first reported a position in LRGE in Q1 2024 and held it in 4 quarters. The position peaked at $427K in Q2 2025. 81 funds tracked by Wall St. Rank hold LRGE as of Q3 2025.

Win Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2025 after selling out during the quarter.
Win Advisors sold 5,384 ClearBridge Large Cap Growth Select ETF shares in Q3 2025, an estimated $427K.
Win Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2024 and held it in 4 quarters.
Win Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $427K in Q2 2025.
81 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.