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

Ameliora 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
2026 Q3	$35.9K	Hold	500	–	–	0.01%	157
2026 Q2	$38.5K	Hold	500	–	–	0.01%	151
2026 Q1	$34.4K	Hold	500	–	–	0.01%	160
2025 Q4	$33K	Hold	500	–	–	0.01%	164
2025 Q3	$33.3K	Hold	500	–	–	0.01%	164
2025 Q2	$32.5K	Hold	500	–	–	0.01%	164
2025 Q1	$32.8K	Hold	500	–	–	0.01%	166
2024 Q4	$33.8K	Buy	+500	New	+$35.4K	0.01%	165

Other funds holding SMDV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

Ameliora Wealth Management's SMDV Position: Q3 2026 in Review

Ameliora Wealth Management held its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) position steady in Q3 2026 at 500 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #157.

Ameliora Wealth Management first reported a position in SMDV in Q4 2024 and has held it in 8 quarters since. The position peaked at $38.5K in Q2 2026. 118 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

Ameliora Wealth Management held 500 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $35.9K as of Q3 2026.
Ameliora Wealth Management left its ProShares S&P SmallCap 600 Dividend Aristocrats ETF share count unchanged in Q3 2026.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #157 holding.
Ameliora Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2024 and has held it in 8 quarters since.
Ameliora Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $38.5K in Q2 2026.
118 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.