AE Wealth Management
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AE Wealth Management’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

AE Wealth Management’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
2020
Q1 		– Sell
-3,665
Closed -$226K – 1265
2019
Q4 		$226K Buy
+3,665
New +$222K ﹤0.01% 1025

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management's SMDV Position: Q1 2020 in Review

AE Wealth Management sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2020, closing a stake of 3,665 shares — an estimated $226K sold.

AE Wealth Management first reported a position in SMDV in Q4 2019 and held it in 1 quarter. The position peaked at $226K in Q4 2019. 98 funds tracked by Wall St. Rank hold SMDV as of Q1 2020.

  • AE Wealth Management reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 3,665 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2020, an estimated $226K.
  • AE Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2019 and held it in 1 quarter.
  • AE Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $226K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.