Action Point Financial Planning’s ProShares S&P SmallCap 600 Dividend Aristocrats 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF worth $10.8K as of Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Action Point Financial Planning position in Q2 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

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