Hamilton Capital’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Hamilton Capital’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	$838K	Sell	15,521 -4,162	-21%	-$231K	0.04%	49
2025 Q4	$1.07M	Buy	+19,683	New	+$1.06M	0.05%	45
2025 Q2	$1.13M	Sell	21,504 -683	-3%	-$34.8K	0.06%	33
2025 Q1	$1.15M	Sell	22,187 -380	-2%	-$19.6K	0.07%	31
2024 Q4	$1.15M	Buy	22,567 +1,693	+8%	+$87.4K	0.09%	31
2024 Q3	$1.05M	Buy	20,874 +1,676	+9%	+$81.1K	0.08%	35
2024 Q2	$902K	Buy	19,198 +1,799	+10%	+$83.4K	0.07%	35
2024 Q1	$822K	Sell	17,399 -1,357	-7%	-$61.6K	0.06%	44
2023 Q4	$832K	Sell	18,756 -115	-0.6%	-$4.81K	0.07%	37
2023 Q3	$762K	Sell	18,871 -292	-2%	-$12.3K	0.06%	38
2023 Q2	$811K	Buy	19,163 +10,638	+125%	+$433K	0.06%	39
2023 Q1	$339K	Buy	8,525 +2,314	+37%	+$91.4K	0.02%	73
2022 Q4	$242K	Sell	6,211 -727	-10%	-$27.8K	0.02%	117
2022 Q3	$240K	Buy	+6,938	New	+$268K	0.02%	81

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

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) 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

Hamilton Capital's YLDE Position: Q1 2026 in Review

Hamilton Capital reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 21% in Q1 2026, selling an estimated $231K and leaving 15,521 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #49.

Hamilton Capital first reported a position in YLDE in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Hamilton Capital held 15,521 shares of ClearBridge Dividend Strategy ESG ETF worth $838K as of Q1 2026.
Hamilton Capital sold 4,162 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $231K.
ClearBridge Dividend Strategy ESG ETF made up 0.04% of Hamilton Capital's portfolio in Q1 2026, its #49 holding.
Hamilton Capital first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2022 and has held it in 14 quarters since.
Hamilton Capital's ClearBridge Dividend Strategy ESG ETF position peaked at $1.15M in Q1 2025.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.