KWM
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Kingsview Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Kingsview Wealth Management’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
2024
Q1 		– Sell
-4,310
Closed -$280K – 1066
2023
Q4 		$280K Hold
4,310
– – 0.01% 794
2023
Q3 		$244K Sell
4,310
-46
-1% -$2.76K 0.01% 822
2023
Q2 		$258K Buy
4,356
+46
+1% +$2.71K 0.01% 793
2023
Q1 		$263K Hold
4,310
– – 0.01% 759
2022
Q4 		$265K Sell
4,310
-66
-2% -$4.07K 0.01% 707
2022
Q3 		$243K Sell
4,376
-183
-4% -$11.1K 0.01% 698
2022
Q2 		$268K Sell
4,559
-355
-7% -$21.7K 0.01% 694
2022
Q1 		$317K Buy
4,914
+70
+1% +$4.53K 0.01% 687
2021
Q4 		$324K Sell
4,844
-12,802
-73% -$834K 0.01% 697
2021
Q3 		$1.09M Buy
17,646
+12,787
+263% +$802K 0.05% 348
2021
Q2 		$312K Sell
4,859
-57
-1% -$3.78K 0.02% 686
2021
Q1 		$323K Sell
4,916
-10,725
-69% -$668K 0.02% 618
2020
Q4 		$898K Sell
15,641
-27,838
-64% -$1.5M 0.07% 301
2020
Q3 		$2.05M Buy
43,479
+29,283
+206% +$1.43M 0.18% 134
2020
Q2 		$688K Sell
14,196
-7,064
-33% -$338K 0.07% 269
2020
Q1 		$983K Sell
21,260
-66
-0.3% -$3.71K 0.13% 180
2019
Q4 		$1.32M Buy
21,326
+10,208
+92% +$617K 0.17% 157
2019
Q3 		$660K Sell
11,118
-1,187
-10% -$69.7K 0.1% 211
2019
Q2 		$729K Buy
12,305
+8,438
+218% +$497K 0.12% 190
2019
Q1 		$225K Buy
+3,867
New +$223K 0.03% 409

Other funds holding SMDV

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Kingsview Wealth Management's SMDV Position: Q1 2024 in Review

Kingsview Wealth Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2024, closing a stake of 4,310 shares — an estimated $280K sold.

Kingsview Wealth Management first reported a position in SMDV in Q1 2019 and held it in 20 quarters. The position peaked at $2.05M in Q3 2020. 132 funds tracked by Wall St. Rank hold SMDV as of Q1 2024.

  • Kingsview Wealth Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,310 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2024, an estimated $280K.
  • Kingsview Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2019 and held it in 20 quarters.
  • Kingsview Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $2.05M in Q3 2020.
  • 132 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.