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Benson Wealth Management’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Benson Wealth Management’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.2K Hold
848
– – 0.09% 85
2026
Q1 		$71.8K Buy
+848
New +$74.9K 0.1% 87

Other funds holding TDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM

Benson Wealth Management's TDV Position: Q2 2026 in Review

Benson Wealth Management held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q2 2026 at 848 shares worth $88.2K. The position accounts for 0.09% of the portfolio, ranked #85.

Benson Wealth Management first reported a position in TDV in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

  • Benson Wealth Management held 848 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $88.2K as of Q2 2026.
  • Benson Wealth Management left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q2 2026.
  • ProShares S&P Technology Dividend Aristocrats ETF made up 0.09% of Benson Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Benson Wealth Management first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.