TD Private Client Wealth’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

TD Private Client Wealth’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 Q3	$1.95M	Buy	35,595 +6,762	+23%	+$384K	0.04%	263
2026 Q2	$1.6M	Buy	28,833 +6,045	+27%	+$335K	0.03%	308
2026 Q1	$1.23M	Buy	22,788 +10,382	+84%	+$577K	0.03%	332
2025 Q4	$672K	Buy	12,406 +841	+7%	+$45.4K	0.01%	416
2025 Q3	$632K	Buy	+11,565	New	+$615K	0.01%	439

Other funds holding YLDE

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Private Client Wealth's YLDE Position: Q3 2026 in Review

TD Private Client Wealth increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 23% in Q3 2026, buying an estimated $384K and bringing the position to 35,595 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #263.

TD Private Client Wealth first reported a position in YLDE in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold YLDE as of Q3 2026.

TD Private Client Wealth held 35,595 shares of ClearBridge Dividend Strategy ESG ETF worth $1.95M as of Q3 2026.
TD Private Client Wealth bought 6,762 ClearBridge Dividend Strategy ESG ETF shares in Q3 2026, an estimated $384K.
ClearBridge Dividend Strategy ESG ETF made up 0.04% of TD Private Client Wealth's portfolio in Q3 2026, its #263 holding.
TD Private Client Wealth first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.