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

IFP 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
Q1 		– Sell
-245
Closed -$16.6K – 4603
2024
Q4 		$16.6K Buy
+245
New +$17.4K ﹤0.01% 2329
2023
Q1 		– Sell
-900
Closed -$36K – 4291
2022
Q4 		$36K Sell
900
-152
-14% -$9.37K ﹤0.01% 2468
2022
Q3 		$43K Hold
1,052
– – ﹤0.01% 2488
2022
Q2 		$43K Hold
1,052
– – ﹤0.01% 2274
2022
Q1 		$43K Buy
+1,052
New +$68.1K ﹤0.01% 2273
2021
Q1 		– Sell
-603
Closed -$37.5K – 3208
2020
Q4 		$35K Hold
603
– – ﹤0.01% 1573
2020
Q3 		$28K Buy
+603
New +$29.5K ﹤0.01% 1508
2020
Q1 		– Sell
-9
Closed -$506 – 2983
2019
Q4 		$1K Sell
9
-24,164
-100% -$1.46M ﹤0.01% 2722
2019
Q3 		$1.43M Buy
+24,173
New +$1.42M 0.1% 234
2019
Q1 		$1.39M Buy
23,823
+22,070
+1,259% +$1.27M 0.19% 114
2018
Q4 		$94K Sell
1,753
-3,965
-69% -$225K 0.01% 1233
2018
Q3 		$337K Sell
5,718
-99
-2% -$5.82K 0.01% 834
2018
Q2 		$332K Sell
5,817
-24,685
-81% -$1.37M 0.01% 841
2018
Q1 		$1.68M Hold
30,502
– – 0.08% 270
2017
Q4 		$1.68M Buy
30,502
+130
+0.4% +$7.31K 0.08% 270
2017
Q3 		$1.7M Buy
30,372
+1,534
+5% +$83.8K 0.07% 301
2017
Q2 		$1.57M Sell
28,838
-4,545
-14% -$245K 0.07% 312
2017
Q1 		$1.77M Buy
33,383
+6,763
+25% +$358K 0.08% 276
2016
Q4 		$1.43M Buy
26,620
+23,108
+658% +$1.15M 0.07% 302
2016
Q3 		$168K Buy
3,512
+421
+14% +$20K 0.01% 1089
2016
Q2 		$145K Sell
3,091
-20,732
-87% -$917K 0.01% 1138
2016
Q1 		$1.39M Buy
+23,823
New +$968K 0.19% 114

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

IFP Advisors's SMDV Position: Q1 2025 in Review

IFP Advisors sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2025, closing a stake of 245 shares — an estimated $16.6K sold.

IFP Advisors first reported a position in SMDV in Q1 2016 and held it in 22 quarters. The position peaked at $1.77M in Q1 2017. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2025.

  • IFP Advisors reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 245 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2025, an estimated $16.6K.
  • IFP Advisors first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2016 and held it in 22 quarters.
  • IFP Advisors's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $1.77M in Q1 2017.
  • 134 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.