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American Portfolios Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

American Portfolios 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
2022
Q3 		$24.3K Hold
703
– – ﹤0.01% 2088
2022
Q2 		$26.2K Buy
+703
New +$27.9K ﹤0.01% 2086

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

American Portfolios Advisors's YLDE Position: Q3 2022 in Review

American Portfolios Advisors held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q3 2022 at 703 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

American Portfolios Advisors first reported a position in YLDE in Q2 2022 and has held it in 2 quarters since. The position peaked at $26.2K in Q2 2022. 19 funds tracked by Wall St. Rank hold YLDE as of Q3 2022.

  • American Portfolios Advisors held 703 shares of ClearBridge Dividend Strategy ESG ETF worth $24.3K as of Q3 2022.
  • American Portfolios Advisors left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q3 2022.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2088 holding.
  • American Portfolios Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2022 and has held it in 2 quarters since.
  • American Portfolios Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $26.2K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.