Integrated Wealth Concepts’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Integrated Wealth Concepts’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	$8.34K	Buy	+150	New	+$8.31K	﹤0.01%	4671

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's YLDE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 150 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #4671 among its holdings.

46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Integrated Wealth Concepts held 150 shares of ClearBridge Dividend Strategy ESG ETF worth $8.34K as of Q2 2026.
ClearBridge Dividend Strategy ESG ETF was a new Integrated Wealth Concepts position in Q2 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4671 holding.
46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.