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PFG Investments’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

PFG Investments’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
2025
Q4 		– Sell
-3,785
Closed -$207K – 1229
2025
Q3 		$207K Buy
+3,785
New +$201K 0.01% 965

Other funds holding YLDE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFG Investments's YLDE Position: Q4 2025 in Review

PFG Investments sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2025, closing a stake of 3,785 shares — an estimated $207K sold.

PFG Investments first reported a position in YLDE in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 36 funds tracked by Wall St. Rank hold YLDE as of Q4 2025.

  • PFG Investments reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Investments sold 3,785 ClearBridge Dividend Strategy ESG ETF shares in Q4 2025, an estimated $207K.
  • PFG Investments first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and held it in 1 quarter.
  • PFG Investments's ClearBridge Dividend Strategy ESG ETF position peaked at $207K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.