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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Anchor Investment Management's SMDV Position: Q1 2026 in Review

Anchor Investment Management reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 16% in Q1 2026, selling an estimated $17.4K and leaving 1,281 shares worth $88.1K. The position accounts for 0.01% of the portfolio, ranked #503.

Anchor Investment Management first reported a position in SMDV in Q1 2020 and has held it in 25 quarters since. The position peaked at $146K in Q4 2021. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Anchor Investment Management held 1,281 shares of ProShares Russell 2000 Dividend Growers ETF worth $88.1K as of Q1 2026.
  • Anchor Investment Management sold 247 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $17.4K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #503 holding.
  • Anchor Investment Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2020 and has held it in 25 quarters since.
  • Anchor Investment Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $146K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.