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Harbour Investments’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Harbour Investments’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 		$89.4K Buy
1,656
+1,054
+175% +$58.5K ﹤0.01% 2016
2025
Q4 		$32.6K Buy
+602
New +$32.5K ﹤0.01% 2169

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Harbour Investments's YLDE Position: Q1 2026 in Review

Harbour Investments increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 175% in Q1 2026, buying an estimated $58.5K and bringing the position to 1,656 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Harbour Investments first reported a position in YLDE in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Harbour Investments held 1,656 shares of ClearBridge Dividend Strategy ESG ETF worth $89.4K as of Q1 2026.
  • Harbour Investments bought 1,054 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $58.5K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2016 holding.
  • Harbour Investments first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.