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Sunbelt Securities’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Sunbelt Securities’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 		$6.21K Sell
115
-18
-14% -$1K ﹤0.01% 1614
2025
Q4 		$7.21K Hold
133
– – ﹤0.01% 1526
2025
Q3 		$7.26K Buy
+133
New +$7.07K ﹤0.01% 1528
2025
Q2 		– Sell
-38
Closed -$1.97K – 1903
2025
Q1 		$1.97K Buy
+38
New +$1.96K ﹤0.01% 1578

Other funds holding YLDE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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

Sunbelt Securities's YLDE Position: Q1 2026 in Review

Sunbelt Securities reduced its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 14% in Q1 2026, selling an estimated $1K and leaving 115 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Sunbelt Securities first reported a position in YLDE in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.26K in Q3 2025. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Sunbelt Securities held 115 shares of ClearBridge Dividend Strategy ESG ETF worth $6.21K as of Q1 2026.
  • Sunbelt Securities sold 18 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $1K.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1614 holding.
  • Sunbelt Securities first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's ClearBridge Dividend Strategy ESG ETF position peaked at $7.26K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.