Advisornet Financial’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Advisornet Financial’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
2022 Q4	–	Sell	-85	Closed	-$4K	–	2489
2022 Q3	$4K	Sell	85 -123	-59%	-$6.98K	﹤0.01%	1573
2022 Q2	$11K	Hold	208	–	–	﹤0.01%	1319
2022 Q1	$13K	Sell	208 -8	-4%	-$498	﹤0.01%	1385
2021 Q4	$14K	Sell	216 -1	-0.5%	-$64	﹤0.01%	1401
2021 Q3	$13K	Buy	217 +111	+105%	+$6.76K	﹤0.01%	1391
2021 Q2	$6K	Buy	106 +78	+279%	+$4.55K	﹤0.01%	1542
2021 Q1	$2K	Sell	28 -15	-35%	-$827	﹤0.01%	1654
2020 Q4	$2K	Sell	43 -1	-2%	-$49	﹤0.01%	1561
2020 Q3	$2K	Buy	+44	New	+$1.93K	﹤0.01%	1586

Other funds holding TDV

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WIM

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's TDV Position: Q4 2022 in Review

Advisornet Financial sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q4 2022, closing a stake of 85 shares — an estimated $4K sold.

Advisornet Financial first reported a position in TDV in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 41 funds tracked by Wall St. Rank hold TDV as of Q4 2022.

Advisornet Financial reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 85 ProShares S&P Technology Dividend Aristocrats ETF shares in Q4 2022, an estimated $4K.
Advisornet Financial first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q3 2020 and held it in 9 quarters.
Advisornet Financial's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $14K in Q4 2021.
41 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.