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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

4Wealth Advisors's TDV Position: Q2 2026 in Review

4Wealth Advisors reduced its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 1.6% in Q2 2026, selling an estimated $6.95K and leaving 4,258 shares worth $433K. The position accounts for 0.33% of the portfolio, ranked #88.

4Wealth Advisors first reported a position in TDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q3 2025. 38 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

4Wealth Advisors held 4,258 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $433K as of Q2 2026.
4Wealth Advisors sold 71 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $6.95K.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #88 holding.
4Wealth Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $507K in Q3 2025.
38 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.