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

Prospera Financial 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 		$309K Buy
+5,549
New +$307K ﹤0.01% 1225

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
SA
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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Prospera Financial Services's YLDE Position: Q2 2026 in Review

Prospera Financial Services opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 5,549 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings.

8 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Prospera Financial Services held 5,549 shares of ClearBridge Dividend Strategy ESG ETF worth $309K as of Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF was a new Prospera Financial Services position in Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1225 holding.
  • 8 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.