Carson Wealth (CWM LLC)
YLDE icon

Carson Wealth (CWM LLC)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.41M Buy
63,145
+16,233
+35% +$902K 0.01% 969
2025
Q4 		$2.54M Buy
46,912
+28,946
+161% +$1.56M 0.01% 1055
2025
Q3 		$981K Buy
+17,966
New +$955K ﹤0.01% 1420

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YLDE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 35% in Q1 2026, buying an estimated $902K and bringing the position to 63,145 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #969.

Carson Wealth (CWM LLC) first reported a position in YLDE in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63,145 shares of ClearBridge Dividend Strategy ESG ETF worth $3.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,233 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $902K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #969 holding.
  • Carson Wealth (CWM LLC) first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.