Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF

SecurityLRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
InstitutionOpal Wealth Advisors, LLC
Latest Disclosed Ownership662,875 shares
Latest Disclosed Value $ 49,848,236
Opal Wealth Advisors, LLC reports 9.94% increase in ownership of LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF

On April 14, 2026 - Opal Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 662,875 shares of Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF (US:LRGE) valued at $49,848,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 602,940 shares of Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF. This represents a change in shares of 9.94% during the quarter. The current value of the position is $56,095,996 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F LEGG MASON ETF INVT CLEARBRIDGE LRG 524682200 662,875 59,935 9.94 49,848 0.41 11.2679
2026-01-26 2025-12-31 13F LEGG MASON ETF INVT CLEARBRIDGE LRG 524682200 602,940 16,423 2.80 49,644 1.55 12.9449
2025-10-24 2025-09-30 13F LEGG MASON ETF INVT CLEARBRIDGE LRG 524682200 586,517 12,718 2.22 48,888 7.43 13.6046
2025-07-14 2025-06-30 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 573,799 14,929 2.67 45,508 16.70 12.6222
2025-04-16 2025-03-31 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 558,870 29,725 5.62 38,998 -2.07 12.0210
2025-01-29 2024-12-31 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 529,145 790 0.15 39,824 3.22 11.9533
2024-10-15 2024-09-30 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 528,355 31,533 6.35 38,582 11.23 12.0850
2024-07-12 2024-06-30 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 496,822 8,010 1.64 34,686 5.77 11.1388
2024-04-11 2024-03-31 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 488,812 92,894 23.46 32,794 38.79 11.1225
2024-01-22 2023-12-31 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 395,918 4,459 1.14 23,628 16.43 9.3082
2023-10-18 2023-09-30 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 391,459 -59,456 -13.19 20,293 -17.12 11.8747
2023-07-27 2023-06-30 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 450,915 -3,268 -0.72 24,485 13.07 12.2143
2023-04-19 2023-03-31 13F LEGG MASON ETF INVT CLEARBRIDEG LR 524682200 454,183 428 0.09 21,655 16.91 12.6442
2023-02-03 2022-12-31 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 453,755 18,753 4.31 18,522 7.42 10.2133
2022-10-17 2022-09-30 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 435,002 3,173 0.73 17,243 -4.22 12.5847
2022-08-10 2022-06-30 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 431,829 -98,183 -18.52 18,003 -36.84 11.9035
2022-05-09 2022-03-31 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 530,012 -75,696 -12.50 28,504 -22.54 24.8100
2022-01-31 2021-12-31 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 605,708 27,730 4.80 36,797 12.87 23.2779
2021-11-05 2021-09-30 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 577,978 -28,850 -4.75 32,602 -3.79 31.3351
2021-08-02 2021-06-30 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 606,828 52,441 9.46 33,888 21.09 31.5355
2021-04-29 2021-03-31 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 554,387 61,123 12.39 27,985 13.44 30.4165
2021-02-11 2020-12-31 13F LEGG MASON ETF INVT TR CLEARBRIDEG LR 524682200 493,264 493,264 24,669 30.9255
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.