Cetera Investment Advisers’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Cetera Investment Advisers’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	$4.94M	Sell	88,726 -8,009	-8%	-$443K	﹤0.01%	1630
2026 Q1	$5.22M	Buy	96,735 +56,011	+138%	+$3.11M	0.01%	1476
2025 Q4	$2.21M	Buy	40,724 +6,561	+19%	+$354K	﹤0.01%	2123
2025 Q3	$1.87M	Buy	34,163 +3,253	+11%	+$173K	﹤0.01%	2236
2025 Q2	$1.63M	Buy	30,910 +15,094	+95%	+$770K	﹤0.01%	2004
2025 Q1	$819K	Hold	15,816	–	–	﹤0.01%	2429
2024 Q4	$803K	Buy	15,816 +1,838	+13%	+$94.9K	﹤0.01%	2319
2024 Q3	$704K	Buy	13,978 +313	+2%	+$15.1K	﹤0.01%	2377
2024 Q2	$642K	Buy	13,665 +1,655	+14%	+$76.7K	﹤0.01%	2402
2024 Q1	$567K	Buy	+12,010	New	+$545K	﹤0.01%	2507

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers's YLDE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 8.3% in Q2 2026, selling an estimated $443K and leaving 88,726 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Cetera Investment Advisers first reported a position in YLDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.22M in Q1 2026. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Cetera Investment Advisers held 88,726 shares of ClearBridge Dividend Strategy ESG ETF worth $4.94M as of Q2 2026.
Cetera Investment Advisers sold 8,009 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $443K.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1630 holding.
Cetera Investment Advisers first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's ClearBridge Dividend Strategy ESG ETF position peaked at $5.22M in Q1 2026.
45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.