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Action Point Financial Planning’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Action Point Financial Planning’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Buy
+140
New +$10.2K ﹤0.01% 1422

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Action Point Financial Planning's SMDV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026: 140 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings.

138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Action Point Financial Planning held 140 shares of ProShares Russell 2000 Dividend Growers ETF worth $10.8K as of Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF was a new Action Point Financial Planning position in Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1422 holding.
  • 138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.