BFC Planning, Inc.’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

BFC Planning, Inc.’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43M	Sell	23,328 -1,134	-5%	-$111K	0.1%	210
2026 Q1	$2.07M	Buy	24,462 +190	+0.8%	+$16.8K	0.09%	224
2025 Q4	$2.1M	Sell	24,272 -314	-1%	-$27.3K	0.09%	214
2025 Q3	$2.13M	Buy	24,586 +2,087	+9%	+$176K	0.15%	119
2025 Q2	$1.87M	Buy	22,499 +717	+3%	+$53.9K	0.15%	133
2025 Q1	$1.59M	Sell	21,782 -200	-0.9%	-$15.3K	0.14%	145
2024 Q4	$1.66M	Buy	+21,982	New	+$1.69M	0.14%	133

Other funds holding TDV

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Mendel Capital Management Little Rock, Arkansas $222M AUM

BFC Planning, Inc.'s TDV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 4.6% in Q2 2026, selling an estimated $111K and leaving 23,328 shares worth $2.43M. The position accounts for 0.1% of the portfolio, ranked #210.

BFC Planning, Inc. first reported a position in TDV in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

BFC Planning, Inc. held 23,328 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $2.43M as of Q2 2026.
BFC Planning, Inc. sold 1,134 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $111K.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #210 holding.
BFC Planning, Inc. first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.