Advisory Services Network’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Advisory Services Network’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 Q1	$512K	Buy	9,488 +1,179	+14%	+$65.5K	0.01%	1266
2025 Q4	$450K	Buy	8,309 +938	+13%	+$50.6K	0.01%	1270
2025 Q3	$403K	Buy	7,371 +135	+2%	+$7.17K	0.01%	1310
2025 Q2	$378K	Buy	7,236 +2,051	+40%	+$105K	0.01%	1295
2025 Q1	$268K	Buy	+5,185	New	+$268K	0.01%	1370

Other funds holding YLDE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Advisory Services Network's YLDE Position: Q1 2026 in Review

Advisory Services Network increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 14% in Q1 2026, buying an estimated $65.5K and bringing the position to 9,488 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #1266.

Advisory Services Network first reported a position in YLDE in Q1 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Advisory Services Network held 9,488 shares of ClearBridge Dividend Strategy ESG ETF worth $512K as of Q1 2026.
Advisory Services Network bought 1,179 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $65.5K.
ClearBridge Dividend Strategy ESG ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1266 holding.
Advisory Services Network first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.