Ancora Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Ancora Advisors’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
2023 Q2	–	Sell	-1,311	Closed	-$80K	–	1903
2023 Q1	$80K	Hold	1,311	–	–	﹤0.01%	822
2022 Q4	$80K	Hold	1,311	–	–	﹤0.01%	876
2022 Q3	$73K	Hold	1,311	–	–	﹤0.01%	986
2022 Q2	$77K	Buy	+1,311	New	+$80.3K	﹤0.01%	1048

Other funds holding SMDV

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

TFA

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

Ancora Advisors's SMDV Position: Q2 2023 in Review

Ancora Advisors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2023, closing a stake of 1,311 shares — an estimated $80K sold.

Ancora Advisors first reported a position in SMDV in Q2 2022 and held it in 4 quarters. The position peaked at $80K in Q1 2023. 126 funds tracked by Wall St. Rank hold SMDV as of Q2 2023.

Ancora Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2023 after selling out during the quarter.
Ancora Advisors sold 1,311 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2023, an estimated $80K.
Ancora Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2022 and held it in 4 quarters.
Ancora Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $80K in Q1 2023.
126 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.