KFA Private Wealth Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

KFA Private Wealth Group’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
2021 Q2	–	Sell	-4,496	Closed	-$294K	–	78
2021 Q1	$294K	Buy	4,496 +14	+0.3%	+$871	0.17%	59
2020 Q4	$257K	Buy	4,482 +29	+0.7%	+$1.56K	0.16%	59
2020 Q3	$210K	Buy	+4,453	New	+$218K	0.16%	63
2020 Q2	–	Sell	-5,220	Closed	-$241K	–	53
2020 Q1	$241K	Sell	5,220 -1,098	-17%	-$61.8K	0.29%	43
2019 Q4	$390K	Buy	+6,318	New	+$382K	0.36%	34

Other funds holding SMDV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

CIA

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

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

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

KFA Private Wealth Group's SMDV Position: Q2 2021 in Review

KFA Private Wealth Group sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2021, closing a stake of 4,496 shares — an estimated $294K sold.

KFA Private Wealth Group first reported a position in SMDV in Q4 2019 and held it in 5 quarters. The position peaked at $390K in Q4 2019. 116 funds tracked by Wall St. Rank hold SMDV as of Q2 2021.

KFA Private Wealth Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2021 after selling out during the quarter.
KFA Private Wealth Group sold 4,496 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2021, an estimated $294K.
KFA Private Wealth Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2019 and held it in 5 quarters.
KFA Private Wealth Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $390K in Q4 2019.
116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2021.

Based on KFA Private Wealth Group's 13F filing for Q2 2021, filed 22 Jul 2021.