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Archer Investment Corporation’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Archer Investment Corporation’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
2025
Q4 		– Sell
-49
Closed -$2.68K – 1235
2025
Q3 		$2.68K Buy
+49
New +$2.6K ﹤0.01% 961

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Archer Investment Corporation's YLDE Position: Q4 2025 in Review

Archer Investment Corporation sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2025, closing a stake of 49 shares — an estimated $2.68K sold.

Archer Investment Corporation first reported a position in YLDE in Q3 2025 and held it in 1 quarter. The position peaked at $2.68K in Q3 2025. 36 funds tracked by Wall St. Rank hold YLDE as of Q4 2025.

  • Archer Investment Corporation reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Archer Investment Corporation sold 49 ClearBridge Dividend Strategy ESG ETF shares in Q4 2025, an estimated $2.68K.
  • Archer Investment Corporation first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and held it in 1 quarter.
  • Archer Investment Corporation's ClearBridge Dividend Strategy ESG ETF position peaked at $2.68K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.