HighPoint Advisor Group’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

HighPoint Advisor Group’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 Q1	$506K	Sell	5,976 -1,627	-21%	-$144K	0.02%	423
2025 Q4	$658K	Buy	+7,603	New	+$662K	0.01%	599

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

HighPoint Advisor Group's TDV Position: Q1 2026 in Review

HighPoint Advisor Group reduced its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 21% in Q1 2026, selling an estimated $144K and leaving 5,976 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #423.

HighPoint Advisor Group first reported a position in TDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $658K in Q4 2025. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

HighPoint Advisor Group held 5,976 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $506K as of Q1 2026.
HighPoint Advisor Group sold 1,627 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2026, an estimated $144K.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q1 2026, its #423 holding.
HighPoint Advisor Group first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2025 and has held it in 2 quarters since.
HighPoint Advisor Group's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $658K in Q4 2025.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.