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EPG Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-324
Closed -$15K – 658
2020
Q1 		$15K Buy
+324
New +$18.2K 0.01% 434

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EPG Wealth Management's SMDV Position: Q2 2020 in Review

EPG Wealth Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2020, closing a stake of 324 shares — an estimated $15K sold.

EPG Wealth Management first reported a position in SMDV in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 92 funds tracked by Wall St. Rank hold SMDV as of Q2 2020.

  • EPG Wealth Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 324 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2020, an estimated $15K.
  • EPG Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $15K in Q1 2020.
  • 92 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.