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 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 $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

Halbert Hargrove Global Advisors's TDV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q2 2026 at 769 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Halbert Hargrove Global Advisors first reported a position in TDV in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

Halbert Hargrove Global Advisors held 769 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $79.9K as of Q2 2026.
Halbert Hargrove Global Advisors left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #171 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 7 quarters since.
38 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.