Commonwealth Equity Services’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Commonwealth Equity Services’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	$376K	Sell	6,759 -786	-10%	-$43.5K	﹤0.01%	3555
2026 Q1	$407K	Sell	7,545 -33	-0.4%	-$1.83K	﹤0.01%	3394
2025 Q4	$411K	Sell	7,578 -2,136	-22%	-$115K	﹤0.01%	3346
2025 Q3	$531K	Buy	9,714 +1,865	+24%	+$99.1K	﹤0.01%	3127
2025 Q2	$413K	Sell	7,849 -147	-2%	-$7.49K	﹤0.01%	3321
2025 Q1	$414K	Buy	7,996 +102	+1%	+$5.27K	﹤0.01%	3196
2024 Q4	$401K	Buy	7,894 +894	+13%	+$46.2K	﹤0.01%	3154
2024 Q3	$353K	Sell	7,000 -164	-2%	-$7.93K	﹤0.01%	3210
2024 Q2	$336K	Buy	7,164 +1	+0%	+$46	﹤0.01%	3199
2024 Q1	$338K	Buy	7,163 +1	+0%	+$45	﹤0.01%	3163
2023 Q4	$318K	Hold	7,162	–	–	﹤0.01%	3126
2023 Q3	$289K	Buy	+7,162	New	+$302K	﹤0.01%	3074

Other funds holding YLDE

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

BCM

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services's YLDE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 10% in Q2 2026, selling an estimated $43.5K and leaving 6,759 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Commonwealth Equity Services first reported a position in YLDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $531K in Q3 2025. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Commonwealth Equity Services held 6,759 shares of ClearBridge Dividend Strategy ESG ETF worth $376K as of Q2 2026.
Commonwealth Equity Services sold 786 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $43.5K.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3555 holding.
Commonwealth Equity Services first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's ClearBridge Dividend Strategy ESG ETF position peaked at $531K in Q3 2025.
14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.