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

HHM 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
2025
Q2 		– Sell
-114
Closed -$7.49K – 930
2025
Q1 		$7.49K Sell
114
-4
-3% -$271 ﹤0.01% 630
2024
Q4 		$8K Buy
+118
New +$8.36K ﹤0.01% 623

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

HHM Wealth Advisors's SMDV Position: Q2 2025 in Review

HHM Wealth Advisors sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2025, closing a stake of 114 shares — an estimated $7.49K sold.

HHM Wealth Advisors first reported a position in SMDV in Q4 2024 and held it in 2 quarters. The position peaked at $8K in Q4 2024. 131 funds tracked by Wall St. Rank hold SMDV as of Q2 2025.

  • HHM Wealth Advisors reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 114 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2025, an estimated $7.49K.
  • HHM Wealth Advisors first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $8K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.