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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TPCW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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. 45 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.
45 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.