GSWM
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Golden State Wealth Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Golden State Wealth 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
Q2 		$816K Buy
14,675
+150
+1% +$8.31K 0.07% 211
2026
Q1 		$784K Buy
14,525
+120
+0.8% +$6.67K 0.09% 191
2025
Q4 		$781K Buy
14,405
+1,200
+9% +$64.8K 0.08% 190
2025
Q3 		$721K Sell
13,205
-800
-6% -$42.5K 0.08% 190
2025
Q2 		$737K Buy
14,005
+380
+3% +$19.4K 0.09% 177
2025
Q1 		$705K Buy
13,625
+1,850
+16% +$95.6K 0.1% 160
2024
Q4 		$598K Buy
+11,775
New +$608K 0.09% 175
2020
Q4 		– Sell
-3,400
Closed -$111K – 432
2020
Q3 		$111K Sell
3,400
-8,850
-72% -$285K 0.04% 244
2020
Q2 		$414K Buy
12,250
+8,050
+192% +$234K 0.13% 110
2020
Q1 		$110K Buy
+4,200
New +$129K 0.05% 237

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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Golden State Wealth Management's YLDE Position: Q2 2026 in Review

Golden State Wealth Management increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 1% in Q2 2026, buying an estimated $8.31K and bringing the position to 14,675 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #211.

Golden State Wealth Management first reported a position in YLDE in Q1 2020 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Golden State Wealth Management held 14,675 shares of ClearBridge Dividend Strategy ESG ETF worth $816K as of Q2 2026.
  • Golden State Wealth Management bought 150 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $8.31K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Golden State Wealth Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2020 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.