Golden State Equity Partners’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Golden State Equity Partners’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 Q1	$24.1K	Buy	+350	New	+$24.6K	﹤0.01%	1052

Other funds holding SMDV

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

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

CIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Golden State Equity Partners's SMDV Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2026: 350 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

Golden State Equity Partners held 350 shares of ProShares Russell 2000 Dividend Growers ETF worth $24.1K as of Q1 2026.
ProShares Russell 2000 Dividend Growers ETF was a new Golden State Equity Partners position in Q1 2026.
ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1052 holding.
134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.