IFP Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

IFP Advisors’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 Q3	$22.1K	Buy	+405	New	+$23K	﹤0.01%	2896

Other funds holding YLDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $325M AUM 18.51% 1-Year Est. Return

IFP Advisors's YLDE Position: Q3 2026 in Review

IFP Advisors opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q3 2026: 405 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #2896 among its holdings.

37 funds tracked by Wall St. Rank hold YLDE as of Q3 2026.

IFP Advisors held 405 shares of ClearBridge Dividend Strategy ESG ETF worth $22.1K as of Q3 2026.
ClearBridge Dividend Strategy ESG ETF was a new IFP Advisors position in Q3 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2896 holding.
37 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.