Beacon Pointe Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Beacon Pointe 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
2025 Q2	–	Sell
2025 Q1	$284K	Hold
2024 Q4	$279K	Hold
2024 Q3	$276K	Sell
2024 Q2	$450K	Buy
2024 Q1	$410K	Hold
2023 Q4	$385K	Hold
2023 Q3	$351K	Buy