Ameriprise
YLDE icon

Ameriprise’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Ameriprise’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 		$14M Buy
258,987
+76,923
+42% +$4.27M ﹤0.01% 1664
2025
Q4 		$9.87M Sell
182,064
-62,119
-25% -$3.35M ﹤0.01% 1921
2025
Q3 		$13.3M Buy
+244,183
New +$13M ﹤0.01% 1697

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameriprise's YLDE Position: Q1 2026 in Review

Ameriprise increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 42% in Q1 2026, buying an estimated $4.27M and bringing the position to 258,987 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Ameriprise first reported a position in YLDE in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Ameriprise held 258,987 shares of ClearBridge Dividend Strategy ESG ETF worth $14M as of Q1 2026.
  • Ameriprise bought 76,923 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $4.27M.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1664 holding.
  • Ameriprise first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.