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

Financial Gravity Companies’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
2018 Q4	$37K	Buy	+655	New	+$37.2K	0.03%	411
2018 Q1	$30K	Buy	554 +83	+18%	+$4.49K	0.03%	464
2017 Q4	$26K	Buy	+471	New	+$26.5K	0.03%	445

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Companies's SMDV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2018: 655 shares worth $37K. The stake represents 0.03% of the portfolio and ranks #411 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SMDV as recently as Q1 2018.

Financial Gravity Companies first reported a position in SMDV in Q4 2017 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold SMDV as of Q4 2018.

Financial Gravity Companies held 655 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $37K as of Q4 2018.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Financial Gravity Companies position in Q4 2018.
ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #411 holding.
Financial Gravity Companies first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2017 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.