DAS
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Dynamic Advisor Solutions’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		$614K Buy
7,970
+23
+0.3% +$1.68K 0.02% 624
2026
Q1 		$547K Buy
7,947
+23
+0.3% +$1.62K 0.02% 627
2025
Q4 		$524K Buy
7,924
+32
+0.4% +$2.13K 0.02% 619
2025
Q3 		$526K Buy
7,892
+52
+0.7% +$3.48K 0.02% 613
2025
Q2 		$510K Buy
7,840
+125
+2% +$7.97K 0.02% 600
2025
Q1 		$506K Buy
7,715
+584
+8% +$39.5K 0.02% 580
2024
Q4 		$483K Buy
7,131
+49
+0.7% +$3.47K 0.02% 438
2024
Q3 		$491K Buy
7,082
+29
+0.4% +$1.96K 0.01% 619
2024
Q2 		$438K Hold
7,053
– – 0.01% 658
2024
Q1 		$452K Buy
7,053
+16
+0.2% +$996 0.02% 630
2023
Q4 		$443K Sell
7,037
-165
-2% -$9.68K 0.02% 603
2023
Q3 		$407K Buy
7,202
+275
+4% +$16.5K 0.02% 572
2023
Q2 		$410K Buy
6,927
+536
+8% +$31.6K 0.02% 553
2023
Q1 		$390K Sell
6,391
-460
-7% -$29.1K 0.02% 528
2022
Q4 		$420K Buy
6,851
+530
+8% +$32.7K 0.03% 491
2022
Q3 		$351K Buy
6,321
+1,222
+24% +$74.2K 0.03% 484
2022
Q2 		$300K Buy
5,099
+593
+13% +$36.3K 0.02% 527
2022
Q1 		$291K Buy
4,506
+1,014
+29% +$65.6K 0.02% 569
2021
Q4 		$234K Hold
3,492
– – 0.02% 639
2021
Q3 		$215K Buy
3,492
+7
+0.2% +$439 0.02% 676
2021
Q2 		$222K Buy
3,485
+5
+0.1% +$331 0.02% 643
2021
Q1 		$228K Sell
3,480
-122,449
-97% -$7.62M 0.02% 579
2020
Q4 		$7.23M Buy
+125,929
New +$6.78M 0.68% 24

Other funds holding SMDV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return