Envestnet Asset Management
YLDE icon

Envestnet Asset Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Envestnet Asset Management’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 		$2.12M Buy
39,325
+9,486
+32% +$527K ﹤0.01% 2974
2025
Q4 		$1.62M Buy
29,839
+1,340
+5% +$72.3K ﹤0.01% 2990
2025
Q3 		$1.56M Buy
28,499
+15,709
+123% +$835K ﹤0.01% 3053
2025
Q2 		$673K Buy
12,790
+2,742
+27% +$140K ﹤0.01% 3497
2025
Q1 		$520K Sell
10,048
-1,059
-10% -$54.7K ﹤0.01% 3596
2024
Q4 		$564K Buy
11,107
+213
+2% +$11K ﹤0.01% 3519
2024
Q3 		$549K Sell
10,894
-1,023
-9% -$49.5K ﹤0.01% 3499
2024
Q2 		$560K Sell
11,917
-7,229
-38% -$335K ﹤0.01% 3385
2024
Q1 		$905K Buy
19,146
+333
+2% +$15.1K ﹤0.01% 3096
2023
Q4 		$835K Sell
18,813
-187
-1% -$7.83K ﹤0.01% 3048
2023
Q3 		$767K Buy
19,000
+207
+1% +$8.73K ﹤0.01% 3010
2023
Q2 		$795K Buy
18,793
+2,172
+13% +$88.3K ﹤0.01% 2918
2023
Q1 		$660K Buy
16,621
+1,552
+10% +$61.3K ﹤0.01% 2963
2022
Q4 		$588K Sell
15,069
-447
-3% -$17.1K ﹤0.01% 3002
2022
Q3 		$537K Buy
15,516
+1,056
+7% +$40.8K ﹤0.01% 2977
2022
Q2 		$539K Buy
+14,460
New +$575K ﹤0.01% 3013

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Envestnet Asset Management's YLDE Position: Q1 2026 in Review

Envestnet Asset Management increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 32% in Q1 2026, buying an estimated $527K and bringing the position to 39,325 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Envestnet Asset Management first reported a position in YLDE in Q2 2022 and has held it in 16 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Envestnet Asset Management held 39,325 shares of ClearBridge Dividend Strategy ESG ETF worth $2.12M as of Q1 2026.
  • Envestnet Asset Management bought 9,486 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $527K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2974 holding.
  • Envestnet Asset Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2022 and has held it in 16 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.