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HCR Wealth Advisors’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

HCR Wealth Advisors’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
2021
Q1 		– Sell
-1,100
Closed -$63K – 261
2020
Q4 		$63K Buy
+1,100
New +$59.2K 0.01% 200

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HCR Wealth Advisors's SMDV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2021, closing a stake of 1,100 shares — an estimated $63K sold.

HCR Wealth Advisors first reported a position in SMDV in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 112 funds tracked by Wall St. Rank hold SMDV as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,100 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2021, an estimated $63K.
  • HCR Wealth Advisors first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $63K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.