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TMDV icon

BFC Planning, Inc.’s ProShares Russell US Dividend Growers ETF TMDV Stock Holding History

BFC Planning, Inc.’s Portfolio TMDV Stock Details TMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.1K Hold
722
– – ﹤0.01% 1703
2026
Q1 		$35K Hold
722
– – ﹤0.01% 1483
2025
Q4 		$33.9K Hold
722
– – ﹤0.01% 1523
2025
Q3 		$34.4K Hold
722
– – ﹤0.01% 1330
2025
Q2 		$33.7K Hold
722
– – ﹤0.01% 1279
2025
Q1 		$34.3K Hold
722
– – ﹤0.01% 1252
2024
Q4 		$33.8K Buy
+722
New +$35.8K ﹤0.01% 1259

Other funds holding TMDV

Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BFC Planning, Inc. held its ProShares Russell US Dividend Growers ETF (TMDV) position steady in Q2 2026 at 722 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

BFC Planning, Inc. first reported a position in TMDV in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold TMDV as of Q2 2026.

  • BFC Planning, Inc. held 722 shares of ProShares Russell US Dividend Growers ETF worth $37.1K as of Q2 2026.
  • BFC Planning, Inc. left its ProShares Russell US Dividend Growers ETF share count unchanged in Q2 2026.
  • ProShares Russell US Dividend Growers ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1703 holding.
  • BFC Planning, Inc. first reported a position in ProShares Russell US Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held ProShares Russell US Dividend Growers ETF as of Q2 2026.

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