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Belpointe Asset Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,459
Closed -$57.9K – 3443
2023
Q1 		$57.9K Hold
1,459
– – ﹤0.01% 1612
2022
Q4 		$57K Buy
+1,459
New +$55.9K ﹤0.01% 1528

Other funds holding YLDE

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Belpointe Asset Management's YLDE Position: Q2 2023 in Review

Belpointe Asset Management sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2023, closing a stake of 1,459 shares — an estimated $57.9K sold.

Belpointe Asset Management first reported a position in YLDE in Q4 2022 and held it in 2 quarters. The position peaked at $57.9K in Q1 2023. 17 funds tracked by Wall St. Rank hold YLDE as of Q2 2023.

  • Belpointe Asset Management reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,459 ClearBridge Dividend Strategy ESG ETF shares in Q2 2023, an estimated $57.9K.
  • Belpointe Asset Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ClearBridge Dividend Strategy ESG ETF position peaked at $57.9K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.