SNS Financial Group’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

SNS Financial 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	$278K	Buy	+4,996	New	+$277K	0.01%	479

Other funds holding YLDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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

SNS Financial Group's YLDE Position: Q2 2026 in Review

SNS Financial Group opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2026: 4,996 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings.

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

SNS Financial Group held 4,996 shares of ClearBridge Dividend Strategy ESG ETF worth $278K as of Q2 2026.
ClearBridge Dividend Strategy ESG ETF was a new SNS Financial Group position in Q2 2026.
ClearBridge Dividend Strategy ESG ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #479 holding.
34 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.