IA
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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
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% 1342
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

IFP Advisors's TDV Position: Q2 2026 in Review

IFP Advisors held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q2 2026 at 335 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

IFP Advisors first reported a position in TDV in Q2 2020 and has held it in 25 quarters since. The position peaked at $258K in Q3 2022. 38 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

  • IFP Advisors held 335 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $34.8K as of Q2 2026.
  • IFP Advisors left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q2 2026.
  • ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2620 holding.
  • IFP Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q2 2020 and has held it in 25 quarters since.
  • IFP Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $258K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.