AE Wealth Management’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

AE Wealth Management’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
2026 Q1	$19.6K	Buy	+231	New	+$20.4K	﹤0.01%	2154
2025 Q1	–	Sell	-175	Closed	-$13.2K	–	2272
2024 Q4	$13.2K	Buy	+175	New	+$13.5K	﹤0.01%	1805

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

AE Wealth Management's TDV Position: Q1 2026 in Review

AE Wealth Management opened a new position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2026: 231 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in TDV as recently as Q4 2024.

AE Wealth Management first reported a position in TDV in Q4 2024 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

AE Wealth Management held 231 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $19.6K as of Q1 2026.
ProShares S&P Technology Dividend Aristocrats ETF was a new AE Wealth Management position in Q1 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2154 holding.
AE Wealth Management first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 2 quarters since.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.