Sanctuary Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Sanctuary Advisors’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 Q1	$243K	Hold	4,500	–	–	﹤0.01%	2236
2025 Q4	$244K	Hold	4,500	–	–	﹤0.01%	2150
2025 Q3	$246K	Hold	4,500	–	–	﹤0.01%	2128
2025 Q2	$237K	Hold	4,500	–	–	﹤0.01%	2064
2025 Q1	$233K	Hold	4,500	–	–	﹤0.01%	1951
2024 Q4	$235K	Hold	4,500	–	–	﹤0.01%	2151
2024 Q3	$238K	Hold	4,500	–	–	﹤0.01%	2147
2024 Q2	$205K	Buy	+4,500	New	+$209K	﹤0.01%	2174

Other funds holding YLDE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Sanctuary Advisors's YLDE Position: Q1 2026 in Review

Sanctuary Advisors held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q1 2026 at 4,500 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Sanctuary Advisors first reported a position in YLDE in Q2 2024 and has held it in 8 quarters since. The position peaked at $246K in Q3 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

Sanctuary Advisors held 4,500 shares of ClearBridge Dividend Strategy ESG ETF worth $243K as of Q1 2026.
Sanctuary Advisors left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q1 2026.
ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2236 holding.
Sanctuary Advisors first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's ClearBridge Dividend Strategy ESG ETF position peaked at $246K in Q3 2025.
40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.