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LRGELRGE
16 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in LEGG MASON ETF INVT

Yes. Kestra Advisory Services holds 60,220 shares of LRGE (Legg Mason ETF Investment), worth $5.2M, as of its Q2 2026 13F filing. It increased the position from 6,689 shares in Q1 2026. Kestra Advisory Services has held LRGE since Q2 2023, across 13 quarterly 13F filings.

Current Value

$5.2M

Current Shares

60,220

Total Value Change

+$4.9M

Total Shares Change

+60,125

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,220
+800.3%
$5.2M0.0%$85.66
44
2026-Q1
Increased
6,689
+45.7%
$502,9890.0%$75.20
33
2025-Q4
Decreased
4,592
-4.4%
$378,0660.0%$82.34
0
2025-Q3
Decreased
4,805
-1.9%
$400,4750.0%$83.25
0
2025-Q2
Increased
4,897
+1.8%
$388,3480.0%$79.21
24
2025-Q1
Decreased
4,809
-8.1%
$335,5720.0%$69.69
0
2024-Q4
Decreased
5,233
-93.1%
$393,8400.0%$75.17
0
2024-Q3
Increased
75,830
+8.6%
$5.5M0.0%$72.81
29
2024-Q2
Increased
69,825
+1202.7%
$4.7M0.0%$69.61
43
2024-Q1
Decreased
5,360
-7.7%
$359,5990.0%$66.89
0
2023-Q4
Decreased
5,805
-2.2%
$346,4690.0%$59.50
0
2023-Q3
Increased
5,935
+34.7%
$307,6700.0%$51.63
30
2023-Q2
New
4,405
-
$239,1920.0%$54.08
32
2021-Q1
Exited
0
-100.0%
$00.0%$48.70
0
2020-Q4
Increased
5,769
+5972.6%
$288,0000.0%$48.24
38
2020-Q3
First report
95
-
$265,0000.0%$44.06
0

Other major holders of LRGE: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, LPL Financial LLC, MORGAN STANLEY

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