Guardian Wealth Advisors (North Carolina)’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$3.61K	Buy	+43	New	+$3.8K	﹤0.01%	577

Other funds holding TDV

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

WIM

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

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

Guardian Wealth Advisors (North Carolina)'s TDV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2026: 43 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 43 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $3.61K as of Q1 2026.
ProShares S&P Technology Dividend Aristocrats ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #577 holding.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.