Key Financial Inc
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Key Financial Inc’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-425
Closed -$29.2K – 1440
2026
Q1 		$29.2K Hold
425
– – 0.01% 644
2025
Q4 		$28.1K Sell
425
-124
-23% -$8.24K 0.01% 651
2025
Q3 		$36.4K Hold
549
– – 0.01% 582
2025
Q2 		$35.7K Hold
549
– – 0.01% 564
2025
Q1 		$36K Hold
549
– – 0.01% 535
2024
Q4 		$37.2K Hold
549
– – 0.01% 529
2024
Q3 		$38K Hold
549
– – 0.01% 526
2024
Q2 		$34.1K Buy
549
+425
+343% +$26.5K 0.01% 533
2024
Q1 		$7.94K Hold
124
– – ﹤0.01% 820
2023
Q4 		$8.06K Sell
124
-73
-37% -$4.28K ﹤0.01% 798
2023
Q3 		$11.1K Hold
197
– – ﹤0.01% 686
2023
Q2 		$11.7K Sell
197
-83
-30% -$4.89K ﹤0.01% 680
2023
Q1 		$17.1K Hold
280
– – 0.01% 577
2022
Q4 		$15.5K Hold
280
– – 0.01% 540
2022
Q3 		$16K Hold
280
– – 0.01% 543
2022
Q2 		$17K Sell
280
-156
-36% -$9.6K 0.01% 537
2022
Q1 		$28K Buy
436
+229
+111% +$14.8K 0.01% 444
2021
Q4 		$14K Hold
207
– – 0.01% 541
2021
Q3 		$13K Hold
207
– – 0.01% 533
2021
Q2 		$13K Hold
207
– – 0.01% 529
2021
Q1 		$14K Hold
207
– – 0.01% 450
2020
Q4 		$12K Buy
+207
New +$11.1K 0.01% 442
2020
Q2 		– Sell
-207
Closed -$10K – 536
2020
Q1 		$10K Buy
+207
New +$11.6K 0.01% 406

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Key Financial Inc's SMDV Position: Q2 2026 in Review

Key Financial Inc sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2026, closing a stake of 425 shares — an estimated $29.2K sold.

Key Financial Inc first reported a position in SMDV in Q1 2020 and held it in 23 quarters. The position peaked at $38K in Q3 2024. 139 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Key Financial Inc reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 425 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2026, an estimated $29.2K.
  • Key Financial Inc first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2020 and held it in 23 quarters.
  • Key Financial Inc's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $38K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.