GWM
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Gilpin Wealth Management’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Gilpin Wealth Management’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
2026
Q3 		$368K Hold
5,136
– – 0.25% 87
2026
Q2 		$396K Hold
5,136
– – 0.27% 91
2026
Q1 		$353K Hold
5,136
– – 0.28% 82
2025
Q4 		$339K Buy
+5,136
New +$341K 0.27% 84

Other funds holding SMDV

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's SMDV Position: Q3 2026 in Review

Gilpin Wealth Management held its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) position steady in Q3 2026 at 5,136 shares worth $368K. The position accounts for 0.25% of the portfolio, ranked #87.

Gilpin Wealth Management first reported a position in SMDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $396K in Q2 2026. 11 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

  • Gilpin Wealth Management held 5,136 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $368K as of Q3 2026.
  • Gilpin Wealth Management left its ProShares S&P SmallCap 600 Dividend Aristocrats ETF share count unchanged in Q3 2026.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.25% of Gilpin Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Gilpin Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $396K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.