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Avantax Advisory Services’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Avantax Advisory Services’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 		– Sell
-5,442
Closed -$203K – 1391
2022
Q2 		$203K Buy
+5,442
New +$216K ﹤0.01% 1202

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

Avantax Advisory Services's YLDE Position: Q3 2022 in Review

Avantax Advisory Services sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q3 2022, closing a stake of 5,442 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in YLDE in Q2 2022 and held it in 1 quarter. The position peaked at $203K in Q2 2022. 19 funds tracked by Wall St. Rank hold YLDE as of Q3 2022.

  • Avantax Advisory Services reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q3 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 5,442 ClearBridge Dividend Strategy ESG ETF shares in Q3 2022, an estimated $203K.
  • Avantax Advisory Services first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2022 and held it in 1 quarter.
  • Avantax Advisory Services's ClearBridge Dividend Strategy ESG ETF position peaked at $203K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.