Cambridge Investment Research Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Cambridge Investment Research 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
2022 Q1	–	Sell	-24,281	Closed	-$1.05M	–	3335
2021 Q4	$1.05M	Sell	24,281 -222	-0.9%	-$9.33K	﹤0.01%	1547
2021 Q3	$968K	Buy	24,503 +1,995	+9%	+$81.2K	﹤0.01%	1556
2021 Q2	$896K	Sell	22,508 -14,749	-40%	-$584K	﹤0.01%	1611
2021 Q1	$1.4M	Buy	37,257 +4,901	+15%	+$178K	0.01%	1214
2020 Q4	$1.17M	Buy	32,356 +21,844	+208%	+$751K	0.01%	1204
2020 Q3	$343K	Buy	+10,512	New	+$339K	﹤0.01%	1848

Other funds holding YLDE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors's YLDE Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2022, closing a stake of 24,281 shares — an estimated $1.05M sold.

Cambridge Investment Research Advisors first reported a position in YLDE in Q3 2020 and held it in 6 quarters. The position peaked at $1.4M in Q1 2021. 17 funds tracked by Wall St. Rank hold YLDE as of Q1 2022.

Cambridge Investment Research Advisors reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q1 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 24,281 ClearBridge Dividend Strategy ESG ETF shares in Q1 2022, an estimated $1.05M.
Cambridge Investment Research Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2020 and held it in 6 quarters.
Cambridge Investment Research Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $1.4M in Q1 2021.
17 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.