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HHM Wealth Advisors’s ProShares Russell 2000 Dividend Growers 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 $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

HHM Wealth Advisors sold out of ProShares Russell 2000 Dividend Growers 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. 130 funds tracked by Wall St. Rank hold SMDV as of Q2 2025.

  • HHM Wealth Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 114 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2025, an estimated $7.49K.
  • HHM Wealth Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $8K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2025.

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