Janney Montgomery Scott
YLDE icon

Janney Montgomery Scott’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Janney Montgomery Scott’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 		– Sell
-9,727
Closed -$527K – 3088
2025
Q4 		$527K Buy
9,727
+245
+3% +$13.2K ﹤0.01% 2149
2025
Q3 		$518K Buy
9,482
+173
+2% +$9.2K ﹤0.01% 2121
2025
Q2 		$490K Buy
9,309
+1,175
+14% +$59.9K ﹤0.01% 2015
2025
Q1 		$421K Buy
8,134
+853
+12% +$44.1K ﹤0.01% 2106
2024
Q4 		$370K Buy
7,281
+1,018
+16% +$52.6K ﹤0.01% 2183
2024
Q3 		$316K Buy
+6,263
New +$303K ﹤0.01% 2260
2023
Q4 		– Sell
-6,043
Closed -$244K – 2770
2023
Q3 		$244K Buy
6,043
+46
+0.8% +$1.94K ﹤0.01% 2272
2023
Q2 		$254K Buy
5,997
+44
+0.7% +$1.79K ﹤0.01% 2331
2023
Q1 		$236K Buy
5,953
+24
+0.4% +$948 ﹤0.01% 2195
2022
Q4 		$231K Hold
5,929
– – ﹤0.01% 2286
2022
Q3 		$205K Buy
5,929
+123
+2% +$4.75K ﹤0.01% 2276
2022
Q2 		$218K Hold
5,806
– – ﹤0.01% 2092
2022
Q1 		$246K Buy
+5,806
New +$243K ﹤0.01% 1983
2021
Q1 		– Sell
-5,928
Closed -$213K – 2394
2020
Q4 		$213K Buy
+5,928
New +$204K ﹤0.01% 2072

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

Janney Montgomery Scott's YLDE Position: Q1 2026 in Review

Janney Montgomery Scott sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q1 2026, closing a stake of 9,727 shares — an estimated $527K sold.

Janney Montgomery Scott first reported a position in YLDE in Q4 2020 and held it in 14 quarters. The position peaked at $527K in Q4 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Janney Montgomery Scott reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,727 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $527K.
  • Janney Montgomery Scott first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2020 and held it in 14 quarters.
  • Janney Montgomery Scott's ClearBridge Dividend Strategy ESG ETF position peaked at $527K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.