LPL Financial
YLDE icon

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

LPL Financial’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 		$49.5M Buy
916,508
+658,822
+256% +$36.6M 0.01% 924
2025
Q4 		$14M Buy
257,686
+81,660
+46% +$4.41M ﹤0.01% 1660
2025
Q3 		$9.61M Buy
176,026
+25,021
+17% +$1.33M ﹤0.01% 1901
2025
Q2 		$7.95M Buy
151,005
+10,796
+8% +$550K ﹤0.01% 1928
2025
Q1 		$7.26M Buy
140,209
+42,343
+43% +$2.19M ﹤0.01% 1844
2024
Q4 		$4.97M Sell
97,866
-17,877
-15% -$923K ﹤0.01% 2087
2024
Q3 		$5.83M Buy
115,743
+5,027
+5% +$243K ﹤0.01% 1866
2024
Q2 		$5.2M Buy
110,716
+5,985
+6% +$277K ﹤0.01% 1812
2024
Q1 		$4.95M Buy
104,731
+2,502
+2% +$114K ﹤0.01% 1791
2023
Q4 		$4.54M Buy
102,229
+1,228
+1% +$51.4K ﹤0.01% 1746
2023
Q3 		$4.08M Sell
101,001
-4,292
-4% -$181K ﹤0.01% 1714
2023
Q2 		$4.46M Sell
105,293
-42,102
-29% -$1.71M ﹤0.01% 1632
2023
Q1 		$5.85M Sell
147,395
-4,058
-3% -$160K ﹤0.01% 1408
2022
Q4 		$5.91M Buy
151,453
+66,480
+78% +$2.55M 0.01% 1350
2022
Q3 		$2.94M Buy
84,973
+3,971
+5% +$153K ﹤0.01% 1723
2022
Q2 		$3.02M Buy
81,002
+39,105
+93% +$1.55M ﹤0.01% 1719
2022
Q1 		$1.77M Sell
41,897
-42,423
-50% -$1.77M ﹤0.01% 2150
2021
Q4 		$3.66M Buy
84,320
+74,699
+776% +$3.14M ﹤0.01% 1661
2021
Q3 		$380K Buy
9,621
+3,251
+51% +$132K ﹤0.01% 3458
2021
Q2 		$254K Buy
+6,370
New +$252K ﹤0.01% 3725

Other funds holding YLDE

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial's YLDE Position: Q1 2026 in Review

LPL Financial increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 256% in Q1 2026, buying an estimated $36.6M and bringing the position to 916,508 shares worth $49.5M. The position accounts for 0.01% of the portfolio, ranked #924.

LPL Financial first reported a position in YLDE in Q2 2021 and has held it in 20 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • LPL Financial held 916,508 shares of ClearBridge Dividend Strategy ESG ETF worth $49.5M as of Q1 2026.
  • LPL Financial bought 658,822 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $36.6M.
  • ClearBridge Dividend Strategy ESG ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #924 holding.
  • LPL Financial first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2021 and has held it in 20 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.