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

Wedbush 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 		$237K Hold
4,395
– – 0.01% 1026
2025
Q4 		$238K Hold
4,395
– – 0.01% 1007
2025
Q3 		$240K Hold
4,395
– – 0.01% 976
2025
Q2 		$231K Hold
4,395
– – 0.01% 974
2025
Q1 		$227K Sell
4,395
-200
-4% -$10.3K 0.01% 952
2024
Q4 		$233K Hold
4,595
– – 0.01% 953
2024
Q3 		$232K Hold
4,595
– – 0.01% 930
2024
Q2 		$216K Hold
4,595
– – 0.01% 1039
2024
Q1 		$217K Sell
4,595
-270
-6% -$12.3K 0.01% 1049
2023
Q4 		$216K Sell
4,865
-1,340
-22% -$56.1K 0.01% 927
2023
Q3 		$251K Sell
6,205
-5,700
-48% -$241K 0.01% 813
2023
Q2 		$504K Sell
11,905
-10,115
-46% -$411K 0.02% 540
2023
Q1 		$874K Buy
22,020
+1,400
+7% +$55.3K 0.04% 356
2022
Q4 		$805K Hold
20,620
– – 0.04% 364
2022
Q3 		$713K Sell
20,620
-450
-2% -$17.4K 0.04% 384
2022
Q2 		$785K Hold
21,070
– – 0.04% 359
2022
Q1 		$892K Hold
21,070
– – 0.04% 375
2021
Q4 		$915K Buy
21,070
+4,330
+26% +$182K 0.04% 403
2021
Q3 		$661K Buy
16,740
+200
+1% +$8.14K 0.03% 495
2021
Q2 		$658K Sell
16,540
-560
-3% -$22.2K 0.03% 516
2021
Q1 		$643K Buy
17,100
+1,570
+10% +$57K 0.04% 483
2020
Q4 		$559K Buy
15,530
+4,280
+38% +$147K 0.05% 426
2020
Q3 		$368K Buy
11,250
+2,475
+28% +$79.8K 0.04% 528
2020
Q2 		$264K Buy
8,775
+300
+4% +$8.71K 0.03% 656
2020
Q1 		$222K Buy
+8,475
New +$260K 0.03% 641
2019
Q4 		– Sell
-6,675
Closed -$209K – 1039
2019
Q3 		$209K Buy
+6,675
New +$207K 0.02% 805

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 $21.3B AUM 22.13% 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

Wedbush Securities's YLDE Position: Q1 2026 in Review

Wedbush Securities held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q1 2026 at 4,395 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1026.

Wedbush Securities first reported a position in YLDE in Q3 2019 and has held it in 26 quarters since. The position peaked at $915K in Q4 2021. 40 funds tracked by Wall St. Rank hold YLDE as of Q1 2026.

  • Wedbush Securities held 4,395 shares of ClearBridge Dividend Strategy ESG ETF worth $237K as of Q1 2026.
  • Wedbush Securities left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q1 2026.
  • ClearBridge Dividend Strategy ESG ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1026 holding.
  • Wedbush Securities first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2019 and has held it in 26 quarters since.
  • Wedbush Securities's ClearBridge Dividend Strategy ESG ETF position peaked at $915K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.