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Brookstone Capital Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Brookstone Capital 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
2026
Q2 		$1.32M Buy
23,648
+623
+3% +$34.5K 0.01% 620
2026
Q1 		$1.24M Buy
+23,025
New +$1.28M 0.01% 577

Other funds holding YLDE

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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Brookstone Capital Management's YLDE Position: Q2 2026 in Review

Brookstone Capital Management 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 0.01% of the portfolio, ranked #620.

Brookstone Capital Management first reported a position in YLDE in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Brookstone Capital Management held 23,648 shares of ClearBridge Dividend Strategy ESG ETF worth $1.32M as of Q2 2026.
  • Brookstone Capital Management bought 623 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $34.5K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #620 holding.
  • Brookstone Capital Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.