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 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 $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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers's YLDE Position: Q1 2026 in Review

Cetera Investment Advisers increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 138% in Q1 2026, buying an estimated $3.11M and bringing the position to 96,735 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #1476.

Cetera Investment Advisers first reported a position in YLDE in Q1 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Cetera Investment Advisers held 96,735 shares of ClearBridge Dividend Strategy ESG ETF worth $5.22M as of Q1 2026.
Cetera Investment Advisers bought 56,011 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $3.11M.
ClearBridge Dividend Strategy ESG ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1476 holding.
Cetera Investment Advisers first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2024 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.