Farther Finance Advisors
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Farther Finance Advisors’s ProShares S&P SmallCap 600 Dividend Aristocrats 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
Q3 		$20.9K Buy
292
+264
+943% +$20.2K ﹤0.01% 4099
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

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's SMDV Position: Q3 2026 in Review

Farther Finance Advisors increased its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) stake by 943% in Q3 2026, buying an estimated $20.2K and bringing the position to 292 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4099.

Farther Finance Advisors first reported a position in SMDV in Q2 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

  • Farther Finance Advisors held 292 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $20.9K as of Q3 2026.
  • Farther Finance Advisors bought 264 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q3 2026, an estimated $20.2K.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4099 holding.
  • Farther Finance Advisors first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.