Buckingham Strategic Wealth’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$274K	Hold	3,676	–	–	﹤0.01%	623
2024 Q1	$265K	Buy	3,676 +10	+0.3%	+$699	﹤0.01%	626
2023 Q4	$255K	Hold	3,666	–	–	﹤0.01%	616
2023 Q3	$228K	Sell	3,666 -438	-11%	-$28.6K	﹤0.01%	603
2023 Q2	$272K	Buy	4,104 +23	+0.6%	+$1.41K	﹤0.01%	553
2023 Q1	$226K	Hold	4,081	–	–	﹤0.01%	541
2022 Q4	$226K	Hold	4,081	–	–	﹤0.01%	543
2022 Q3	$206K	Hold	4,081	–	–	﹤0.01%	549
2022 Q2	$219K	Buy	4,081 +16	+0.4%	+$919	﹤0.01%	541
2022 Q1	$254K	Buy	4,065 +12	+0.3%	+$747	0.01%	510
2021 Q4	$271K	Hold	4,053	–	–	0.01%	497
2021 Q3	$242K	Buy	4,053 +12	+0.3%	+$731	0.01%	515
2021 Q2	$239K	Buy	4,041 +12	+0.3%	+$700	0.01%	515
2021 Q1	$229K	Buy	4,029 +24	+0.6%	+$1.32K	0.01%	490
2020 Q4	$211K	Buy	+4,005	New	+$195K	0.01%	499

Other funds holding TDV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Buckingham Strategic Wealth's TDV Position: Q2 2024 in Review

Buckingham Strategic Wealth held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q2 2024 at 3,676 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Buckingham Strategic Wealth first reported a position in TDV in Q4 2020 and has held it in 15 quarters since. 79 funds tracked by Wall St. Rank hold TDV as of Q2 2024.

Buckingham Strategic Wealth held 3,676 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $274K as of Q2 2024.
Buckingham Strategic Wealth left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q2 2024.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #623 holding.
Buckingham Strategic Wealth first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2020 and has held it in 15 quarters since.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.