Jones Financial Companies’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Jones Financial Companies’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	$1.33K	Buy	+24	New	+$1.33K	﹤0.01%	4539

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

Jones Financial Companies's YLDE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 24 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #4539 among its holdings.

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

Jones Financial Companies held 24 shares of ClearBridge Dividend Strategy ESG ETF worth $1.33K as of Q2 2026.
ClearBridge Dividend Strategy ESG ETF was a new Jones Financial Companies position in Q2 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4539 holding.
46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.