Golden State Equity Partners’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Golden State Equity Partners’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	–	Sell	-20,333	Closed	-$1.72M	–	1599
2026 Q1	$1.72M	Buy	20,333 +15,633	+333%	+$1.38M	0.13%	185
2025 Q4	$407K	Sell	4,700 -150	-3%	-$13.1K	0.07%	327
2025 Q3	$420K	Sell	4,850 -50	-1%	-$4.23K	0.07%	296
2025 Q2	$408K	Buy	4,900 +100	+2%	+$7.52K	0.08%	281
2025 Q1	$350K	Sell	4,800 -50	-1%	-$3.84K	0.07%	312
2024 Q4	$366K	Buy	+4,850	New	+$374K	0.07%	294
2024 Q3	–	Sell	-5,050	Closed	-$377K	–	898
2024 Q2	$377K	Buy	+5,050	New	+$363K	0.08%	276
2023 Q4	$348K	Buy	5,000 +250	+5%	+$16.1K	0.08%	248
2023 Q3	$295K	Buy	4,750 +480	+11%	+$31.4K	0.08%	258
2023 Q2	$283K	Buy	+4,270	New	+$262K	0.08%	290

Other funds holding TDV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TFA

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

Golden State Equity Partners sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2026, closing a stake of 20,333 shares — an estimated $1.72M sold.

Golden State Equity Partners first reported a position in TDV in Q2 2023 and held it in 10 quarters. The position peaked at $1.72M in Q1 2026. 38 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

Golden State Equity Partners reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 20,333 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $1.72M.
Golden State Equity Partners first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q2 2023 and held it in 10 quarters.
Golden State Equity Partners's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $1.72M in Q1 2026.
38 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

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