Private Advisor Group’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Private Advisor Group’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	$4.97M	Buy	89,443 +4,558	+5%	+$252K	0.02%	627
2026 Q1	$4.58M	Buy	84,885 +2,583	+3%	+$143K	0.02%	684
2025 Q4	$4.46M	Buy	82,302 +4,892	+6%	+$264K	0.02%	664
2025 Q3	$4.23M	Sell	77,410 -15,073	-16%	-$801K	0.02%	692
2025 Q2	$4.87M	Buy	92,483 +7,960	+9%	+$406K	0.03%	585
2025 Q1	$4.37M	Buy	+84,523	New	+$4.37M	0.03%	584

Other funds holding YLDE

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

BCM

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Private Advisor Group's YLDE Position: Q2 2026 in Review

Private Advisor Group increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 5.4% in Q2 2026, buying an estimated $252K and bringing the position to 89,443 shares worth $4.97M. The position accounts for 0.02% of the portfolio, ranked #627.

Private Advisor Group first reported a position in YLDE in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

Private Advisor Group held 89,443 shares of ClearBridge Dividend Strategy ESG ETF worth $4.97M as of Q2 2026.
Private Advisor Group bought 4,558 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $252K.
ClearBridge Dividend Strategy ESG ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #627 holding.
Private Advisor Group first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.