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YLDE icon

Advisornet Financial’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Advisornet Financial’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4K Sell
493
-54
-10% -$2.99K ﹤0.01% 1298
2026
Q1 		$29.5K Sell
547
-710
-56% -$39.4K ﹤0.01% 1221
2025
Q4 		$68.1K Buy
1,257
+23
+2% +$1.24K ﹤0.01% 949
2025
Q3 		$67.4K Buy
1,234
+34
+3% +$1.81K ﹤0.01% 927
2025
Q2 		$63.1K Sell
1,200
-64
-5% -$3.26K ﹤0.01% 917
2025
Q1 		$65.4K Buy
1,264
+126
+11% +$6.51K ﹤0.01% 852
2024
Q4 		$57.8K Buy
1,138
+182
+19% +$9.4K ﹤0.01% 843
2024
Q3 		$48.2K Sell
956
-220
-19% -$10.6K ﹤0.01% 916
2024
Q2 		$55.2K Buy
1,176
+5
+0.4% +$232 0.01% 791
2024
Q1 		$55.3K Sell
1,171
-39
-3% -$1.77K 0.01% 779
2023
Q4 		$53.7K Buy
1,210
+4
+0.3% +$167 0.01% 791
2023
Q3 		$48.7K Buy
1,206
+18
+2% +$760 ﹤0.01% 793
2023
Q2 		$50.3K Buy
1,188
+3
+0.3% +$122 ﹤0.01% 811
2023
Q1 		$47.1K Buy
1,185
+839
+242% +$33.1K ﹤0.01% 813
2022
Q4 		$13.5K Hold
346
– – ﹤0.01% 1204
2022
Q3 		$12K Buy
346
+148
+75% +$5.71K ﹤0.01% 1297
2022
Q2 		$7K Hold
198
– – ﹤0.01% 1445
2022
Q1 		$8K Sell
198
-1,950
-91% -$81.5K ﹤0.01% 1509
2021
Q4 		$93K Hold
2,148
– – 0.01% 839
2021
Q3 		$85K Hold
2,148
– – 0.01% 848
2021
Q2 		$85K Buy
2,148
+198
+10% +$7.84K 0.01% 826
2021
Q1 		$73K Hold
1,950
– – 0.01% 845
2020
Q4 		$70K Hold
1,950
– – 0.01% 790
2020
Q3 		$64K Hold
1,950
– – 0.01% 796
2020
Q2 		$59K Buy
+1,950
New +$56.6K ﹤0.01% 814
2020
Q1 		– Sell
-2,050
Closed -$68K – 1957
2019
Q4 		$68K Hold
2,050
– – 0.01% 793
2019
Q3 		$64K Hold
2,050
– – 0.01% 812
2019
Q2 		$63K Hold
2,050
– – 0.01% 740
2019
Q1 		$60K Buy
+2,050
New +$56.6K 0.01% 684

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Advisornet Financial's YLDE Position: Q2 2026 in Review

Advisornet Financial reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 9.9% in Q2 2026, selling an estimated $2.99K and leaving 493 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Advisornet Financial first reported a position in YLDE in Q1 2019 and has held it in 29 quarters since. The position peaked at $93K in Q4 2021. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Advisornet Financial held 493 shares of ClearBridge Dividend Strategy ESG ETF worth $27.4K as of Q2 2026.
  • Advisornet Financial sold 54 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $2.99K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1298 holding.
  • Advisornet Financial first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2019 and has held it in 29 quarters since.
  • Advisornet Financial's ClearBridge Dividend Strategy ESG ETF position peaked at $93K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.