RDFA
YLDE icon

Ritter Daniher Financial Advisory’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Ritter Daniher Financial Advisory’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 		$139K Hold
2,498
– – 0.02% 195
2026
Q1 		$135K Buy
2,498
+320
+15% +$17.8K 0.02% 191
2025
Q4 		$118K Hold
2,178
– – 0.02% 205
2025
Q3 		$119K Sell
2,178
-5
-0.2% -$266 0.02% 184
2025
Q2 		$115K Hold
2,183
– – 0.03% 120
2025
Q1 		$113K Buy
+2,183
New +$113K 0.03% 113

Other funds holding YLDE

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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
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

Ritter Daniher Financial Advisory's YLDE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q2 2026 at 2,498 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #195.

Ritter Daniher Financial Advisory 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.

  • Ritter Daniher Financial Advisory held 2,498 shares of ClearBridge Dividend Strategy ESG ETF worth $139K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #195 holding.
  • Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.