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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
Q2 		– Sell
-350
Closed -$24.1K – 1530
2026
Q1 		$24.1K Buy
+350
New +$24.6K ﹤0.01% 1052

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Golden State Equity Partners's SMDV Position: Q2 2026 in Review

Golden State Equity Partners sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026, closing a stake of 350 shares — an estimated $24.1K sold.

Golden State Equity Partners first reported a position in SMDV in Q1 2026 and held it in 1 quarter. The position peaked at $24.1K in Q1 2026. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Golden State Equity Partners reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 350 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $24.1K.
  • Golden State Equity Partners first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's ProShares Russell 2000 Dividend Growers ETF position peaked at $24.1K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.