Cetera Investment Advisers
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Cetera Investment Advisers’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Cetera Investment Advisers’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
Q1 		$3.29M Buy
38,837
+1,732
+5% +$153K ﹤0.01% 1821
2025
Q4 		$3.21M Sell
37,105
-708
-2% -$61.6K ﹤0.01% 1805
2025
Q3 		$3.27M Buy
37,813
+12,932
+52% +$1.09M ﹤0.01% 1746
2025
Q2 		$2.07M Sell
24,881
-832
-3% -$62.6K ﹤0.01% 1820
2025
Q1 		$1.87M Buy
25,713
+71
+0.3% +$5.45K ﹤0.01% 1797
2024
Q4 		$1.93M Sell
25,642
-854
-3% -$65.8K ﹤0.01% 1691
2024
Q3 		$2.04M Buy
26,496
+924
+4% +$69.3K ﹤0.01% 1613
2024
Q2 		$1.91M Buy
25,572
+2,368
+10% +$170K ﹤0.01% 1611
2024
Q1 		$1.67M Buy
+23,204
New +$1.62M ﹤0.01% 1692
2023
Q3 		– Sell
-3,960
Closed -$262K – 2294
2023
Q2 		$262K Sell
3,960
-740
-16% -$45.4K ﹤0.01% 1828
2023
Q1 		$287K Buy
4,700
+5
+0.1% +$297 ﹤0.01% 1733
2022
Q4 		$260K Buy
4,695
+700
+18% +$38.8K ﹤0.01% 1748
2022
Q3 		$202K Hold
3,995
– – ﹤0.01% 1500
2022
Q2 		$214K Sell
3,995
-702
-15% -$40.3K ﹤0.01% 1626
2022
Q1 		$293K Hold
4,697
– – ﹤0.01% 1495
2021
Q4 		$314K Sell
4,697
-1,000
-18% -$63.8K ﹤0.01% 1468
2021
Q3 		$341K Hold
5,697
– – 0.01% 1356
2021
Q2 		$337K Buy
5,697
+1,677
+42% +$97.9K 0.01% 1346
2021
Q1 		$229K Buy
+4,020
New +$222K ﹤0.01% 1389

Other funds holding TDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cetera Investment Advisers's TDV Position: Q1 2026 in Review

Cetera Investment Advisers increased its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 4.7% in Q1 2026, buying an estimated $153K and bringing the position to 38,837 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Cetera Investment Advisers first reported a position in TDV in Q1 2021 and has held it in 19 quarters since. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

  • Cetera Investment Advisers held 38,837 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $3.29M as of Q1 2026.
  • Cetera Investment Advisers bought 1,732 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2026, an estimated $153K.
  • ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1821 holding.
  • Cetera Investment Advisers first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2021 and has held it in 19 quarters since.
  • 79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.