Kestra Advisory Services’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Kestra Advisory Services’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	-6,575	Closed	-$355K	–	3378
2026 Q1	$355K	Buy	+6,575	New	+$365K	﹤0.01%	2487

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

Kestra Advisory Services's YLDE Position: Q2 2026 in Review

Kestra Advisory Services sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026, closing a stake of 6,575 shares — an estimated $355K sold.

Kestra Advisory Services first reported a position in YLDE in Q1 2026 and held it in 1 quarter. The position peaked at $355K in Q1 2026. 46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Kestra Advisory Services reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,575 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $355K.
Kestra Advisory Services first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2026 and held it in 1 quarter.
Kestra Advisory Services's ClearBridge Dividend Strategy ESG ETF position peaked at $355K in Q1 2026.
46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.