Independent Advisor Alliance’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Independent Advisor Alliance’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	$265K	Buy	+4,903	New	+$272K	﹤0.01%	1382

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 $21.3B AUM 22.13% 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

Independent Advisor Alliance's YLDE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2026: 4,903 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings.

40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Independent Advisor Alliance held 4,903 shares of ClearBridge Dividend Strategy ESG ETF worth $265K as of Q1 2026.
ClearBridge Dividend Strategy ESG ETF was a new Independent Advisor Alliance position in Q1 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1382 holding.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.