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Global Retirement Partners’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Global Retirement Partners’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
2025
Q4 		$4.23K Hold
78
– – ﹤0.01% 3490
2025
Q3 		$4.26K Hold
78
– – ﹤0.01% 3040
2025
Q2 		$4.1K Buy
+78
New +$3.98K ﹤0.01% 2988

Other funds holding YLDE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Retirement Partners's YLDE Position: Q4 2025 in Review

Global Retirement Partners held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q4 2025 at 78 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Global Retirement Partners first reported a position in YLDE in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.26K in Q3 2025. 36 funds tracked by Wall St. Rank hold YLDE as of Q4 2025.

  • Global Retirement Partners held 78 shares of ClearBridge Dividend Strategy ESG ETF worth $4.23K as of Q4 2025.
  • Global Retirement Partners left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q4 2025.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3490 holding.
  • Global Retirement Partners first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's ClearBridge Dividend Strategy ESG ETF position peaked at $4.26K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.