4Wealth Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

4Wealth Advisors’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,258	Closed	-$433K	–	165
2026 Q2	$433K	Sell	4,258 -71	-2%	-$6.95K	0.33%	88
2026 Q1	$355K	Sell	4,329 -1,390	-24%	-$123K	0.3%	103
2025 Q4	$495K	Sell	5,719 -139	-2%	-$12.1K	0.42%	80
2025 Q3	$507K	Sell	5,858 -150	-2%	-$12.7K	0.45%	75
2025 Q2	$500K	Buy	6,008 +91	+2%	+$6.84K	0.51%	67
2025 Q1	$431K	Sell	5,917 -42	-0.7%	-$3.22K	0.47%	77
2024 Q4	$450K	Buy	+5,959	New	+$459K	0.45%	77

Other funds holding TDV

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

4Wealth Advisors's TDV Position: Q3 2026 in Review

4Wealth Advisors sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q3 2026, closing a stake of 4,258 shares — an estimated $433K sold.

4Wealth Advisors first reported a position in TDV in Q4 2024 and held it in 7 quarters. The position peaked at $507K in Q3 2025. 19 funds tracked by Wall St. Rank hold TDV as of Q3 2026.

4Wealth Advisors reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q3 2026 after selling out during the quarter.
4Wealth Advisors sold 4,258 ProShares S&P Technology Dividend Aristocrats ETF shares in Q3 2026, an estimated $433K.
4Wealth Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and held it in 7 quarters.
4Wealth Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $507K in Q3 2025.
19 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.