BOLTON SECURITIES CORPORATION’s Logan Capital Large Cap Growth ETF LCLG Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio LCLG Stock Details LCLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.8K	Buy	482 +29	+6%	+$2.07K	﹤0.01%	1464
2026 Q2	$34.4K	Buy	+453	New	+$31.5K	﹤0.01%	1456

Other funds holding LCLG

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LCLG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Logan Capital Large Cap Growth ETF (LCLG) stake by 6.4% in Q3 2026, buying an estimated $2.07K and bringing the position to 482 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

BOLTON SECURITIES CORPORATION first reported a position in LCLG in Q2 2026 and has held it in 2 quarters since. The position peaked at $34.4K in Q2 2026. 3 funds tracked by Wall St. Rank hold LCLG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 482 shares of Logan Capital Large Cap Growth ETF worth $33.8K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 29 Logan Capital Large Cap Growth ETF shares in Q3 2026, an estimated $2.07K.
Logan Capital Large Cap Growth ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1464 holding.
BOLTON SECURITIES CORPORATION first reported a position in Logan Capital Large Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
BOLTON SECURITIES CORPORATION's Logan Capital Large Cap Growth ETF position peaked at $34.4K in Q2 2026.
3 funds tracked by Wall St. Rank held Logan Capital Large Cap Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.