Arax Advisory Partners
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Arax Advisory Partners’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Arax Advisory Partners’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 		$44.6K Hold
622
– – ﹤0.01% 3416
2026
Q2 		$47.9K Buy
+622
New +$45.3K ﹤0.01% 3295

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

Arax Advisory Partners's SMDV Position: Q3 2026 in Review

Arax Advisory Partners held its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) position steady in Q3 2026 at 622 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Arax Advisory Partners first reported a position in SMDV in Q2 2026 and has held it in 2 quarters since. The position peaked at $47.9K in Q2 2026. 118 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

  • Arax Advisory Partners held 622 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $44.6K as of Q3 2026.
  • Arax Advisory Partners 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 Arax Advisory Partners's portfolio in Q3 2026, its #3416 holding.
  • Arax Advisory Partners first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2026 and has held it in 2 quarters since.
  • Arax Advisory Partners's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $47.9K 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 Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.