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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
Q2 		– Sell
-4,903
Closed -$265K – 1648
2026
Q1 		$265K Buy
+4,903
New +$272K ﹤0.01% 1382

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Advisor Alliance's YLDE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026, closing a stake of 4,903 shares — an estimated $265K sold.

Independent Advisor Alliance first reported a position in YLDE in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,903 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $265K.
  • Independent Advisor Alliance first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's ClearBridge Dividend Strategy ESG ETF position peaked at $265K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.