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 Q2	$699K	Buy	12,575 +3,087	+33%	+$171K	0.01%	1221
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%	+$7.18K	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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisory Services Network's YLDE Position: Q2 2026 in Review

Advisory Services Network increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 33% in Q2 2026, buying an estimated $171K and bringing the position to 12,575 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1221.

Advisory Services Network first reported a position in YLDE in Q1 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Advisory Services Network held 12,575 shares of ClearBridge Dividend Strategy ESG ETF worth $699K as of Q2 2026.
Advisory Services Network bought 3,087 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $171K.
ClearBridge Dividend Strategy ESG ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1221 holding.
Advisory Services Network first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2025 and has held it in 6 quarters since.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.