Caldwell Sutter Capital’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Caldwell Sutter Capital’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 Q1	$77.3K	Buy	1,431 +65	+5%	+$3.61K	0.03%	325
2025 Q4	$74K	Hold	1,366	–	–	0.03%	307
2025 Q3	$74.6K	Hold	1,366	–	–	0.03%	317
2025 Q2	$71.9K	Buy	1,366 +68	+5%	+$3.47K	0.03%	312
2025 Q1	$67.2K	Buy	1,298 +22	+2%	+$1.14K	0.03%	320
2024 Q4	$64.8K	Hold	1,276	–	–	0.03%	327
2024 Q3	$64.3K	Buy	1,276 +44	+4%	+$2.13K	0.03%	328
2024 Q2	$57.9K	Buy	1,232 +352	+40%	+$16.3K	0.03%	338
2024 Q1	$41.6K	Buy	880 +528	+150%	+$24K	0.02%	373
2023 Q4	$15.6K	Buy	+352	New	+$14.7K	0.01%	495

Other funds holding YLDE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Caldwell Sutter Capital's YLDE Position: Q1 2026 in Review

Caldwell Sutter Capital increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 4.8% in Q1 2026, buying an estimated $3.61K and bringing the position to 1,431 shares worth $77.3K. The position accounts for 0.03% of the portfolio, ranked #325.

Caldwell Sutter Capital first reported a position in YLDE in Q4 2023 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Caldwell Sutter Capital held 1,431 shares of ClearBridge Dividend Strategy ESG ETF worth $77.3K as of Q1 2026.
Caldwell Sutter Capital bought 65 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $3.61K.
ClearBridge Dividend Strategy ESG ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q1 2026, its #325 holding.
Caldwell Sutter Capital first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2023 and has held it in 10 quarters since.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.