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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
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

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

TD Private Client Wealth's YLDE Position: Q1 2026 in Review

TD Private Client Wealth increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 84% in Q1 2026, buying an estimated $577K and bringing the position to 22,788 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #332.

TD Private Client Wealth first reported a position in YLDE in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • TD Private Client Wealth held 22,788 shares of ClearBridge Dividend Strategy ESG ETF worth $1.23M as of Q1 2026.
  • TD Private Client Wealth bought 10,382 ClearBridge Dividend Strategy ESG ETF shares in Q1 2026, an estimated $577K.
  • ClearBridge Dividend Strategy ESG ETF made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #332 holding.
  • TD Private Client Wealth first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.