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Arkadios Wealth Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Arkadios Wealth 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
2026
Q2 		$1.32M Buy
23,648
+623
+3% +$34.5K 0.02% 700
2026
Q1 		$1.24M Buy
+23,025
New +$1.28M 0.02% 690

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arkadios Wealth Advisors's YLDE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 2.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 23,648 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #700.

Arkadios Wealth Advisors first reported a position in YLDE in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Arkadios Wealth Advisors held 23,648 shares of ClearBridge Dividend Strategy ESG ETF worth $1.32M as of Q2 2026.
  • Arkadios Wealth Advisors bought 623 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $34.5K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • Arkadios Wealth Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.