Farther Finance Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Farther Finance Advisors’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	$2.16K	Hold	28	–	–	﹤0.01%	5143
2026 Q1	$1.94K	Hold	28	–	–	﹤0.01%	4912
2025 Q4	$1.85K	Sell	28 -44	-61%	-$2.92K	﹤0.01%	4722
2025 Q3	$4.8K	Buy	+72	New	+$4.82K	﹤0.01%	3782
2024 Q3	–	Sell	-1	Closed	-$61	–	4116
2024 Q2	$61	Buy	+1	New	+$62	﹤0.01%	3671

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Farther Finance Advisors's SMDV Position: Q2 2026 in Review

Farther Finance Advisors held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q2 2026 at 28 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #5143.

Farther Finance Advisors first reported a position in SMDV in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.8K in Q3 2025. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Farther Finance Advisors held 28 shares of ProShares Russell 2000 Dividend Growers ETF worth $2.16K as of Q2 2026.
Farther Finance Advisors left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q2 2026.
ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5143 holding.
Farther Finance Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2024 and has held it in 5 quarters since.
Farther Finance Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $4.8K in Q3 2025.
138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.