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Atlas Brown’s ProShares Russell 2000 Dividend Growers 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
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

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

Atlas Brown's SMDV Position: Q2 2026 in Review

Atlas Brown reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 17% in Q2 2026, selling an estimated $52.9K and leaving 3,534 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #204.

Atlas Brown first reported a position in SMDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $413K in Q4 2024. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Atlas Brown held 3,534 shares of ProShares Russell 2000 Dividend Growers ETF worth $272K as of Q2 2026.
  • Atlas Brown sold 726 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $52.9K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.07% of Atlas Brown's portfolio in Q2 2026, its #204 holding.
  • Atlas Brown first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2021 and has held it in 22 quarters since.
  • Atlas Brown's ProShares Russell 2000 Dividend Growers ETF position peaked at $413K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.