Halbert Hargrove Global Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$76.4K	Hold	769	–	–	﹤0.01%	168
2026 Q2	$79.9K	Hold	769	–	–	﹤0.01%	171
2026 Q1	$65.1K	Hold	769	–	–	﹤0.01%	170
2025 Q4	$66.6K	Hold	769	–	–	﹤0.01%	168
2025 Q3	$66.5K	Hold	769	–	–	﹤0.01%	166
2025 Q2	$64K	Hold	769	–	–	﹤0.01%	137
2025 Q1	$56K	Hold	769	–	–	﹤0.01%	146
2024 Q4	$58K	Buy	+769	New	+$59.3K	﹤0.01%	143

Other funds holding TDV

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return

Halbert Hargrove Global Advisors's TDV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q3 2026 at 769 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Halbert Hargrove Global Advisors first reported a position in TDV in Q4 2024 and has held it in 8 quarters since. The position peaked at $79.9K in Q2 2026. 31 funds tracked by Wall St. Rank hold TDV as of Q3 2026.

Halbert Hargrove Global Advisors held 769 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $76.4K as of Q3 2026.
Halbert Hargrove Global Advisors left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q3 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #168 holding.
Halbert Hargrove Global Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $79.9K in Q2 2026.
31 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.