Buckingham Strategic Wealth
SMDV icon

Buckingham Strategic Wealth’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Buckingham Strategic Wealth’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
2017
Q2 		– Sell
-15,153
Closed -$805K – 310
2017
Q1 		$805K Buy
+15,153
New +$801K 0.23% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Buckingham Strategic Wealth's SMDV Position: Q2 2017 in Review

Buckingham Strategic Wealth sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2017, closing a stake of 15,153 shares — an estimated $805K sold.

Buckingham Strategic Wealth first reported a position in SMDV in Q1 2017 and held it in 1 quarter. The position peaked at $805K in Q1 2017. 56 funds tracked by Wall St. Rank hold SMDV as of Q2 2017.

  • Buckingham Strategic Wealth reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,153 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2017, an estimated $805K.
  • Buckingham Strategic Wealth first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2017 and held it in 1 quarter.
  • Buckingham Strategic Wealth's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $805K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2017, filed 8 Aug 2017.