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Atlas Brown’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Atlas Brown’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 		$252K Sell
3,510
-24
-0.7% -$1.84K 0.07% 208
2026
Q2 		$272K Sell
3,534
-726
-17% -$52.9K 0.07% 204
2026
Q1 		$293K Buy
4,260
+13
+0.3% +$913 0.09% 184
2025
Q4 		$281K Sell
4,247
-1,543
-27% -$103K 0.08% 191
2025
Q3 		$386K Sell
5,790
-27
-0.5% -$1.81K 0.11% 156
2025
Q2 		$378K Sell
5,817
-41
-0.7% -$2.61K 0.12% 160
2025
Q1 		$384K Sell
5,858
-250
-4% -$16.9K 0.13% 147
2024
Q4 		$413K Buy
6,108
+236
+4% +$16.7K 0.14% 141
2024
Q3 		$407K Buy
5,872
+29
+0.5% +$1.96K 0.14% 139
2024
Q2 		$363K Hold
5,843
– – 0.13% 150
2024
Q1 		$374K Buy
5,843
+474
+9% +$29.5K 0.14% 142
2023
Q4 		$349K Buy
5,369
+205
+4% +$12K 0.14% 134
2023
Q3 		$292K Hold
5,164
– – 0.13% 140
2023
Q2 		$305K Buy
5,164
+84
+2% +$4.95K 0.13% 141
2023
Q1 		$310K Buy
5,080
+85
+2% +$5.37K 0.14% 136
2022
Q4 		$307K Sell
4,995
-196
-4% -$12.1K 0.15% 137
2022
Q3 		$288K Buy
5,191
+166
+3% +$10.1K 0.15% 139
2022
Q2 		$295K Buy
5,025
+160
+3% +$9.8K 0.14% 140
2022
Q1 		$314K Buy
4,865
+386
+9% +$25K 0.13% 142
2021
Q4 		$300K Buy
4,479
+79
+2% +$5.15K 0.12% 148
2021
Q3 		$271K Buy
4,400
+410
+10% +$25.7K 0.12% 148
2021
Q2 		$254K Buy
3,990
+507
+15% +$33.6K 0.11% 158
2021
Q1 		$228K Buy
+3,483
New +$217K 0.11% 155

Other funds holding SMDV

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Atlas Brown's SMDV Position: Q3 2026 in Review

Atlas Brown reduced its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) stake by 0.68% in Q3 2026, selling an estimated $1.84K and leaving 3,510 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #208.

Atlas Brown first reported a position in SMDV in Q1 2021 and has held it in 23 quarters since. The position peaked at $413K in Q4 2024. 11 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

  • Atlas Brown held 3,510 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $252K as of Q3 2026.
  • Atlas Brown sold 24 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q3 2026, an estimated $1.84K.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.07% of Atlas Brown's portfolio in Q3 2026, its #208 holding.
  • Atlas Brown first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2021 and has held it in 23 quarters since.
  • Atlas Brown's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $413K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.