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Kraematon Investment Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Kraematon Investment Advisors’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 		$339K Sell
4,928
-834
-14% -$58.6K 0.28% 82
2025
Q4 		$381K Buy
5,762
+512
+10% +$34K 0.3% 72
2025
Q3 		$350K Buy
5,250
+28
+0.5% +$1.87K 0.3% 73
2025
Q2 		$340K Sell
5,222
-146
-3% -$9.3K 0.32% 71
2025
Q1 		$352K Sell
5,368
-200
-4% -$13.5K 0.36% 65
2024
Q4 		$377K Sell
5,568
-422
-7% -$29.9K 0.37% 60
2024
Q3 		$415K Sell
5,990
-679
-10% -$45.8K 0.41% 61
2024
Q2 		$414K Hold
6,669
– – 0.42% 58
2024
Q1 		$427K Sell
6,669
-1,225
-16% -$76.2K 0.43% 58
2023
Q4 		$513K Sell
7,894
-2,912
-27% -$171K 0.56% 50
2023
Q3 		$611K Buy
10,806
+41
+0.4% +$2.46K 0.75% 44
2023
Q2 		$637K Sell
10,765
-269
-2% -$15.8K 0.7% 45
2023
Q1 		$674K Sell
11,034
-222
-2% -$14K 0.78% 44
2022
Q4 		$691K Sell
11,256
-39
-0.3% -$2.4K 0.75% 41
2022
Q3 		$627K Sell
11,295
-542
-5% -$32.9K 0.81% 41
2022
Q2 		$696K Buy
11,837
+31
+0.3% +$1.9K 0.81% 41
2022
Q1 		$763K Buy
11,806
+76
+0.6% +$4.92K 0.73% 44
2021
Q4 		$784K Buy
+11,730
New +$764K 0.7% 42

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

Kraematon Investment Advisors's SMDV Position: Q1 2026 in Review

Kraematon Investment Advisors reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 14% in Q1 2026, selling an estimated $58.6K and leaving 4,928 shares worth $339K. The position accounts for 0.28% of the portfolio, ranked #82.

Kraematon Investment Advisors first reported a position in SMDV in Q4 2021 and has held it in 18 quarters since. The position peaked at $784K in Q4 2021. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Kraematon Investment Advisors held 4,928 shares of ProShares Russell 2000 Dividend Growers ETF worth $339K as of Q1 2026.
  • Kraematon Investment Advisors sold 834 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $58.6K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.28% of Kraematon Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Kraematon Investment Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and has held it in 18 quarters since.
  • Kraematon Investment Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $784K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Kraematon Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.