Bank of Montreal
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Bank of Montreal’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Bank of Montreal’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
2025
Q1 		– Sell
-14
Closed -$947 – 3721
2024
Q4 		$947 Hold
14
– – ﹤0.01% 3461
2024
Q3 		$964 Hold
14
– – ﹤0.01% 3783
2024
Q2 		$875 Buy
+14
New +$873 ﹤0.01% 3788
2018
Q3 		– Sell
-199
Closed -$11K – 4874
2018
Q2 		$11K Buy
+199
New +$11.1K ﹤0.01% 3936

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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

Bank of Montreal's SMDV Position: Q1 2025 in Review

Bank of Montreal sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2025, closing a stake of 14 shares — an estimated $947 sold.

Bank of Montreal first reported a position in SMDV in Q2 2018 and held it in 4 quarters. The position peaked at $11K in Q2 2018. 130 funds tracked by Wall St. Rank hold SMDV as of Q1 2025.

  • Bank of Montreal reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 14 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2025, an estimated $947.
  • Bank of Montreal first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2018 and held it in 4 quarters.
  • Bank of Montreal's ProShares Russell 2000 Dividend Growers ETF position peaked at $11K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.