Independent Advisor Alliance’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Independent Advisor Alliance’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
2020 Q1	–	Sell	-25,865	Closed	-$1.6M	–	792
2019 Q4	$1.6M	Buy	+25,865	New	+$1.56M	0.07%	277

Other funds holding SMDV

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's SMDV Position: Q1 2020 in Review

Independent Advisor Alliance sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2020, closing a stake of 25,865 shares — an estimated $1.6M sold.

Independent Advisor Alliance first reported a position in SMDV in Q4 2019 and held it in 1 quarter. The position peaked at $1.6M in Q4 2019. 99 funds tracked by Wall St. Rank hold SMDV as of Q1 2020.

Independent Advisor Alliance reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 25,865 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2020, an estimated $1.6M.
Independent Advisor Alliance first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2019 and held it in 1 quarter.
Independent Advisor Alliance's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.6M in Q4 2019.
99 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.