John Overdeck’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

John Overdeck’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	$593K	Sell	5,700 -2,300	-29%	-$225K	﹤0.01%	4027
2026 Q1	$678K	Buy	8,000 +1,900	+31%	+$168K	﹤0.01%	3522
2025 Q4	$528K	Buy	+6,100	New	+$531K	﹤0.01%	3272

Other funds holding TDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

John Overdeck's TDV Position: Q2 2026 in Review

John Overdeck reduced its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 29% in Q2 2026, selling an estimated $225K and leaving 5,700 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

John Overdeck first reported a position in TDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $678K in Q1 2026. 80 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

John Overdeck held 5,700 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $593K as of Q2 2026.
John Overdeck sold 2,300 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $225K.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4027 holding.
John Overdeck first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
John Overdeck's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $678K in Q1 2026.
80 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.