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B. Riley Wealth Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

B. Riley Wealth 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
2026
Q2 		$396K Sell
5,148
-28
-0.5% -$2.04K 0.02% 535
2026
Q1 		$353K Sell
5,176
-22
-0.4% -$1.55K 0.02% 533
2025
Q4 		$343K Buy
5,198
+379
+8% +$25.2K 0.02% 658
2025
Q3 		$321K Hold
4,819
– – 0.01% 697
2025
Q2 		$314K Buy
+4,819
New +$307K 0.01% 696
2024
Q4 		$354K Sell
5,238
-963
-16% -$68.3K 0.01% 809
2024
Q3 		$429K Sell
6,201
-136
-2% -$9.17K 0.01% 800
2024
Q2 		$397K Sell
6,337
-1,269
-17% -$79.1K 0.01% 909
2024
Q1 		$430K Sell
7,606
-233
-3% -$14.5K 0.01% 871
2023
Q4 		$510K Buy
7,839
+233
+3% +$13.7K 0.01% 797
2023
Q3 		$430K Buy
7,606
+1
+0% +$60 0.01% 871
2023
Q2 		$450K Sell
7,605
-1,672
-18% -$98.5K 0.01% 903
2023
Q1 		$566K Buy
9,277
+2,674
+40% +$169K 0.02% 753
2022
Q4 		$405K Buy
6,603
+846
+15% +$52.1K 0.01% 874
2022
Q3 		$320K Buy
5,757
+621
+12% +$37.7K 0.01% 968
2022
Q2 		$302K Hold
5,136
– – 0.01% 879
2022
Q1 		$332K Buy
5,136
+1
+0% +$65 0.01% 961
2021
Q4 		$344K Hold
5,135
– – 0.01% 998
2021
Q3 		$317K Buy
5,135
+1
+0% +$63 0.01% 1011
2021
Q2 		$327K Buy
5,134
+55
+1% +$3.65K 0.01% 975
2021
Q1 		$333K Buy
5,079
+1,501
+42% +$93.4K 0.01% 946
2020
Q4 		$206K Buy
+3,578
New +$193K 0.01% 914

Other funds holding SMDV

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

B. Riley Wealth Advisors's SMDV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 0.54% in Q2 2026, selling an estimated $2.04K and leaving 5,148 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #535.

B. Riley Wealth Advisors first reported a position in SMDV in Q4 2020 and has held it in 22 quarters since. The position peaked at $566K in Q1 2023. 21 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • B. Riley Wealth Advisors held 5,148 shares of ProShares Russell 2000 Dividend Growers ETF worth $396K as of Q2 2026.
  • B. Riley Wealth Advisors sold 28 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $2.04K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #535 holding.
  • B. Riley Wealth Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2020 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $566K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.