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Financial Enhancement Group’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Financial Enhancement Group’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
2019
Q2 		– Sell
-3,124
Closed -$182K – 321
2019
Q1 		$182K Buy
+3,124
New +$180K 0.06% 90

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Enhancement Group's SMDV Position: Q2 2019 in Review

Financial Enhancement Group sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2019, closing a stake of 3,124 shares — an estimated $182K sold.

Financial Enhancement Group first reported a position in SMDV in Q1 2019 and held it in 1 quarter. The position peaked at $182K in Q1 2019. 100 funds tracked by Wall St. Rank hold SMDV as of Q2 2019.

  • Financial Enhancement Group reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2019 after selling out during the quarter.
  • Financial Enhancement Group sold 3,124 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2019, an estimated $182K.
  • Financial Enhancement Group first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2019 and held it in 1 quarter.
  • Financial Enhancement Group's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $182K in Q1 2019.
  • 100 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2019.

Based on Financial Enhancement Group's 13F filing for Q2 2019, filed 6 Aug 2019.