Fortitude Advisory Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Fortitude Advisory 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
2022 Q2	–	Sell	-401	Closed	-$26K	–	1098
2022 Q1	$26K	Hold	401	–	–	0.01%	746
2021 Q4	$27K	Buy	+401	New	+$26.1K	0.01%	750

Other funds holding SMDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFA

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

RJFSA

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

Fortitude Advisory Group's SMDV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2022, closing a stake of 401 shares — an estimated $26K sold.

Fortitude Advisory Group first reported a position in SMDV in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 128 funds tracked by Wall St. Rank hold SMDV as of Q2 2022.

Fortitude Advisory Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 401 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2022, an estimated $26K.
Fortitude Advisory Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $27K in Q4 2021.
128 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.