AAMA
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Advanced Asset Management Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Advanced Asset Management 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
2023
Q1 		– Sell
-702
Closed -$38.9K – 219
2022
Q4 		$38.9K Buy
+702
New +$38.9K 0.01% 110

Other funds holding TDV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Advanced Asset Management Advisors's TDV Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2023, closing a stake of 702 shares — an estimated $38.9K sold.

Advanced Asset Management Advisors first reported a position in TDV in Q4 2022 and held it in 1 quarter. The position peaked at $38.9K in Q4 2022. 51 funds tracked by Wall St. Rank hold TDV as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 702 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2023, an estimated $38.9K.
  • Advanced Asset Management Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $38.9K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.