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

Avantax Planning 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
2018 Q4	–	Sell	-618	Closed	-$36K	–	1046
2018 Q3	$36K	Buy	+618	New	+$36.4K	﹤0.01%	562

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's SMDV Position: Q4 2018 in Review

Avantax Planning Partners sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2018, closing a stake of 618 shares — an estimated $36K sold.

Avantax Planning Partners first reported a position in SMDV in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 78 funds tracked by Wall St. Rank hold SMDV as of Q4 2018.

Avantax Planning Partners reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 618 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2018, an estimated $36K.
Avantax Planning Partners first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $36K in Q3 2018.
78 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.