Landmark Wealth Management (New York)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Landmark Wealth Management (New York)’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	$4.54M	Buy	65,954 +13,562	+26%	+$953K	1.21%	20
2025 Q4	$3.46M	Buy	52,392 +2,973	+6%	+$198K	1.32%	22
2025 Q3	$3.29M	Buy	49,419 +1,584	+3%	+$106K	1.31%	22
2025 Q2	$3.11M	Sell	47,835 -56	-0.1%	-$3.57K	1.33%	21
2025 Q1	$3.14M	Sell	47,891 -20,974	-30%	-$1.42M	1.39%	21
2024 Q4	$4.66M	Sell	68,865 -1,788	-3%	-$127K	2.07%	15
2024 Q3	$4.89M	Sell	70,653 -7,076	-9%	-$477K	2.13%	14
2024 Q2	$4.83M	Buy	77,729 +33,571	+76%	+$2.09M	3.76%	9
2024 Q1	$2.83M	Buy	44,158 +1,356	+3%	+$84.4K	1.31%	22
2023 Q4	$2.78M	Buy	42,802 +3,105	+8%	+$182K	1.37%	22
2023 Q3	$2.25M	Sell	39,697 -79	-0.2%	-$4.73K	1.28%	23
2023 Q2	$2.35M	Buy	39,776 +1,676	+4%	+$98.7K	2.08%	15
2023 Q1	$2.33M	Buy	38,100 +8,762	+30%	+$554K	1.29%	23
2022 Q4	$1.8M	Sell	29,338 -1,259	-4%	-$77.6K	1.3%	23
2022 Q3	$1.7M	Sell	30,597 -948	-3%	-$57.5K	1.29%	22
2022 Q2	$1.85M	Sell	31,545 -43,223	-58%	-$2.65M	2.37%	10
2022 Q1	$2.45M	Buy	74,768 +36,606	+96%	+$2.37M	1.29%	17
2021 Q4	$3K	Buy	+38,162	New	+$2.49M	1.75%	14

Other funds holding SMDV

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

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 St Petersburg, Florida $324B AUM 22.36% 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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Landmark Wealth Management (New York)'s SMDV Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 26% in Q1 2026, buying an estimated $953K and bringing the position to 65,954 shares worth $4.54M. The position accounts for 1.21% of the portfolio, ranked #20.

Landmark Wealth Management (New York) first reported a position in SMDV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.89M in Q3 2024. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

Landmark Wealth Management (New York) held 65,954 shares of ProShares Russell 2000 Dividend Growers ETF worth $4.54M as of Q1 2026.
Landmark Wealth Management (New York) bought 13,562 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $953K.
ProShares Russell 2000 Dividend Growers ETF made up 1.21% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #20 holding.
Landmark Wealth Management (New York) first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and has held it in 18 quarters since.
Landmark Wealth Management (New York)'s ProShares Russell 2000 Dividend Growers ETF position peaked at $4.89M in Q3 2024.
134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.