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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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. 45 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.
45 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.