Ken Fisher
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Ken Fisher’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Ken Fisher’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
2026
Q1 		– Sell
-8,800
Closed -$582K – 1104
2025
Q4 		$582K Buy
+8,800
New +$585K ﹤0.01% 752

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ken Fisher's SMDV Position: Q1 2026 in Review

Ken Fisher sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2026, closing a stake of 8,800 shares — an estimated $582K sold.

Ken Fisher first reported a position in SMDV in Q4 2025 and held it in 1 quarter. The position peaked at $582K in Q4 2025. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Ken Fisher reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Fisher sold 8,800 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $582K.
  • Ken Fisher first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2025 and held it in 1 quarter.
  • Ken Fisher's ProShares Russell 2000 Dividend Growers ETF position peaked at $582K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.