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

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 $287M AUM 23.34% 1-Year Est. Return

PAG

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 22.96% 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

TPCW

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

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. 45 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.
45 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.