Alta Wealth Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Alta Wealth Advisors’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	$499K	Sell	9,248 -370	-4%	-$20.6K	0.16%	112
2025 Q4	$521K	Sell	9,618 -19	-0.2%	-$1.02K	0.17%	102
2025 Q3	$526K	Buy	+9,637	New	+$512K	0.19%	90
2025 Q2	–	Sell	-9,674	Closed	-$501K	–	153
2025 Q1	$501K	Hold	9,674	–	–	0.23%	80
2024 Q4	$491K	Sell	9,674 -456	-5%	-$23.5K	0.21%	88
2024 Q3	$510K	Hold	10,130	–	–	0.23%	85
2024 Q2	$476K	Buy	+10,130	New	+$470K	0.24%	79

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 $21.3B AUM 22.13% 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

Alta Wealth Advisors's YLDE Position: Q1 2026 in Review

Alta Wealth Advisors reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 3.8% in Q1 2026, selling an estimated $20.6K and leaving 9,248 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #112.

Alta Wealth Advisors first reported a position in YLDE in Q2 2024 and has held it in 7 quarters since. The position peaked at $526K in Q3 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Alta Wealth Advisors held 9,248 shares of ClearBridge Dividend Strategy ESG ETF worth $499K as of Q1 2026.
Alta Wealth Advisors sold 370 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $20.6K.
ClearBridge Dividend Strategy ESG ETF made up 0.16% of Alta Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Alta Wealth Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2024 and has held it in 7 quarters since.
Alta Wealth Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $526K in Q3 2025.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.