IFP Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

IFP Advisors’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 Q3	$33.3K	Hold	335	–	–	﹤0.01%	2648
2026 Q2	$34.8K	Hold	335	–	–	﹤0.01%	2620
2026 Q1	$28.4K	Hold	335	–	–	﹤0.01%	2577
2025 Q4	$29K	Hold	335	–	–	﹤0.01%	2513
2025 Q3	$29K	Hold	335	–	–	﹤0.01%	2379
2025 Q2	$27.9K	Hold	335	–	–	﹤0.01%	2364
2025 Q1	$24.4K	Hold	335	–	–	﹤0.01%	2221
2024 Q4	$25.3K	Hold	335	–	–	﹤0.01%	2140
2024 Q3	$25.8K	Sell	335 -717	-68%	-$53.8K	﹤0.01%	2040
2024 Q2	$78.5K	Hold	1,052	–	–	﹤0.01%	1467
2024 Q1	$75.7K	Hold	1,052	–	–	﹤0.01%	1408
2023 Q4	$73.2K	Sell	1,052 -605	-37%	-$38.9K	﹤0.01%	1383
2023 Q3	$103K	Sell	1,657 -3	-0.2%	-$196	﹤0.01%	1240
2023 Q2	$110K	Buy	1,660 +447	+37%	+$27.4K	﹤0.01%	1275
2023 Q1	$48.6K	Sell	1,213 -3,769	-76%	-$224K	﹤0.01%	1586
2022 Q4	$204K	Sell	4,982 -1,359	-21%	-$75.4K	0.01%	1341
2022 Q3	$258K	Buy	6,341 +1,771	+39%	+$101K	0.01%	1269
2022 Q2	$186K	Hold	4,570	–	–	0.01%	1312
2022 Q1	$186K	Buy	4,570 +3,715	+435%	+$231K	0.01%	1312
2021 Q4	$57K	Sell	855 -19	-2%	-$1.21K	﹤0.01%	1507
2021 Q3	$52K	Sell	874 -10	-1%	-$609	﹤0.01%	1564
2021 Q2	$49K	Buy	884 +1	+0.1%	+$58	﹤0.01%	1533
2021 Q1	$48K	Buy	883 +194	+28%	+$10.7K	﹤0.01%	1489
2020 Q4	$35K	Sell	689 -68	-9%	-$3.32K	﹤0.01%	1574
2020 Q3	$34K	Buy	757 +3	+0.4%	+$131	﹤0.01%	1426
2020 Q2	$30K	Buy	+754	New	+$29K	﹤0.01%	1431

Other funds holding TDV

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

IFP Advisors's TDV Position: Q3 2026 in Review

IFP Advisors held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q3 2026 at 335 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

IFP Advisors first reported a position in TDV in Q2 2020 and has held it in 26 quarters since. The position peaked at $258K in Q3 2022. 20 funds tracked by Wall St. Rank hold TDV as of Q3 2026.

IFP Advisors held 335 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $33.3K as of Q3 2026.
IFP Advisors left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q3 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2648 holding.
IFP Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q2 2020 and has held it in 26 quarters since.
IFP Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $258K in Q3 2022.
20 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.