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Cetera Advisor Networks’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$567K Buy
12,010
+656
+6% +$29.8K ﹤0.01% 1846
2023
Q4 		$504K Buy
11,354
+2,678
+31% +$112K ﹤0.01% 1871
2023
Q3 		$350K Buy
+8,676
New +$366K ﹤0.01% 2031

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cetera Advisor Networks's YLDE Position: Q1 2024 in Review

Cetera Advisor Networks increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 5.8% in Q1 2024, buying an estimated $29.8K and bringing the position to 12,010 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Cetera Advisor Networks first reported a position in YLDE in Q3 2023 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold YLDE as of Q1 2024.

  • Cetera Advisor Networks held 12,010 shares of ClearBridge Dividend Strategy ESG ETF worth $567K as of Q1 2024.
  • Cetera Advisor Networks bought 656 ClearBridge Dividend Strategy ESG ETF shares in Q1 2024, an estimated $29.8K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1846 holding.
  • Cetera Advisor Networks first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2023 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.