Ameliora Wealth Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Ameliora Wealth Management’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	–	Sell	-2,000	Closed	-$108K	–	243
2026 Q1	$108K	Hold	2,000	–	–	0.03%	122
2025 Q4	$108K	Hold	2,000	–	–	0.03%	127
2025 Q3	$109K	Sell	2,000 -2,017	-50%	-$107K	0.04%	129
2025 Q2	$211K	Hold	4,017	–	–	0.08%	99
2025 Q1	$208K	Hold	4,017	–	–	0.08%	94
2024 Q4	$204K	Hold	4,017	–	–	0.08%	97
2024 Q3	$202K	Hold	4,017	–	–	0.08%	80
2024 Q2	$190K	Hold	4,017	–	–	0.09%	85
2024 Q1	$190K	Hold	4,017	–	–	0.09%	92
2023 Q4	$178K	Hold	4,017	–	–	0.09%	82
2023 Q3	$162K	Buy	4,017 +1,221	+44%	+$51.5K	0.1%	84
2023 Q2	$118K	Hold	2,796	–	–	0.07%	94
2023 Q1	$1.11K	Hold	2,796	–	–	﹤0.01%	210
2022 Q4	$1.09K	Buy	+2,796	New	+$107K	﹤0.01%	223

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

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 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

Ameliora Wealth Management's YLDE Position: Q2 2026 in Review

Ameliora Wealth Management sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026, closing a stake of 2,000 shares — an estimated $108K sold.

Ameliora Wealth Management first reported a position in YLDE in Q4 2022 and held it in 14 quarters. The position peaked at $211K in Q2 2025. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Ameliora Wealth Management reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2026 after selling out during the quarter.
Ameliora Wealth Management sold 2,000 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $108K.
Ameliora Wealth Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2022 and held it in 14 quarters.
Ameliora Wealth Management's ClearBridge Dividend Strategy ESG ETF position peaked at $211K in Q2 2025.
14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.