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Sonoma Allocations’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Sonoma Allocations’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 		$846K Buy
15,164
+3,253
+27% +$180K 0.26% 55
2026
Q1 		$643K Buy
11,911
+1,656
+16% +$92K 0.22% 73
2025
Q4 		$571K Buy
10,255
+4,063
+66% +$219K 0.19% 72
2025
Q3 		$333K Buy
+6,192
New +$329K 0.12% 90

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
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Sonoma Allocations's YLDE Position: Q2 2026 in Review

Sonoma Allocations increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 27% in Q2 2026, buying an estimated $180K and bringing the position to 15,164 shares worth $846K. The position accounts for 0.26% of the portfolio, ranked #55.

Sonoma Allocations first reported a position in YLDE in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Sonoma Allocations held 15,164 shares of ClearBridge Dividend Strategy ESG ETF worth $846K as of Q2 2026.
  • Sonoma Allocations bought 3,253 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $180K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.26% of Sonoma Allocations's portfolio in Q2 2026, its #55 holding.
  • Sonoma Allocations first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.