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Anchor Investment Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Anchor Investment 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
Q2 		$98.8K Buy
1,283
+2
+0.2% +$146 0.01% 487
2026
Q1 		$88.1K Sell
1,281
-247
-16% -$17.4K 0.01% 503
2025
Q4 		$101K Buy
1,528
+3
+0.2% +$199 0.01% 478
2025
Q3 		$102K Buy
1,525
+5
+0.3% +$334 0.01% 482
2025
Q2 		$98.9K Sell
1,520
-147
-9% -$9.37K 0.01% 475
2025
Q1 		$109K Sell
1,667
-100
-6% -$6.77K 0.01% 445
2024
Q4 		$120K Sell
1,767
-144
-8% -$10.2K 0.01% 433
2024
Q3 		$132K Buy
1,911
+3
+0.2% +$202 0.01% 424
2024
Q2 		$119K Hold
1,908
– – 0.01% 417
2024
Q1 		$122K Buy
1,908
+2
+0.1% +$124 0.01% 425
2023
Q4 		$124K Buy
1,906
+4
+0.2% +$235 0.01% 420
2023
Q3 		$108K Buy
1,902
+3
+0.2% +$180 0.01% 418
2023
Q2 		$112K Buy
1,899
+3
+0.2% +$177 0.01% 410
2023
Q1 		$116K Buy
1,896
+5
+0.3% +$316 0.02% 417
2022
Q4 		$116K Hold
1,891
– – 0.02% 412
2022
Q3 		$105K Sell
1,891
-147
-7% -$8.92K 0.02% 423
2022
Q2 		$120K Buy
2,038
+2
+0.1% +$122 0.02% 427
2022
Q1 		$132K Sell
2,036
-146
-7% -$9.45K 0.02% 432
2021
Q4 		$146K Hold
2,182
– – 0.02% 424
2021
Q3 		$135K Buy
2,182
+102
+5% +$6.39K 0.02% 413
2021
Q2 		$132K Buy
2,080
+2
+0.1% +$133 0.02% 420
2021
Q1 		$136K Buy
2,078
+176
+9% +$11K 0.02% 399
2020
Q4 		$109K Sell
1,902
-99
-5% -$5.33K 0.02% 372
2020
Q3 		$94.4K Buy
2,001
+155
+8% +$7.57K 0.02% 366
2020
Q2 		$89.5K Sell
1,846
-199
-10% -$9.52K 0.02% 361
2020
Q1 		$94.5K Buy
+2,045
New +$115K 0.02% 343

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Anchor Investment Management's SMDV Position: Q2 2026 in Review

Anchor Investment Management increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 0.16% in Q2 2026, buying an estimated $146 and bringing the position to 1,283 shares worth $98.8K. The position accounts for 0.01% of the portfolio, ranked #487.

Anchor Investment Management first reported a position in SMDV in Q1 2020 and has held it in 26 quarters since. The position peaked at $146K in Q4 2021. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Anchor Investment Management held 1,283 shares of ProShares Russell 2000 Dividend Growers ETF worth $98.8K as of Q2 2026.
  • Anchor Investment Management bought 2 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $146.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #487 holding.
  • Anchor Investment Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2020 and has held it in 26 quarters since.
  • Anchor Investment Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $146K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.