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 Q2	$5.23M	Buy	67,861 +1,907	+3%	+$139K	1.25%	19
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 -5,839	-16%	-$358K	2.37%	10
2022 Q1	$2.42M	Sell	37,384 -778	-2%	-$50.3K	1.29%	17
2021 Q4	$3M	Buy	+38,162	New	+$2.49M	1.75%	14

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Landmark Wealth Management (New York)'s SMDV Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 2.9% in Q2 2026, buying an estimated $139K and bringing the position to 67,861 shares worth $5.23M. The position accounts for 1.25% of the portfolio, ranked #19.

Landmark Wealth Management (New York) first reported a position in SMDV in Q4 2021 and has held it in 19 quarters since. 138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Landmark Wealth Management (New York) held 67,861 shares of ProShares Russell 2000 Dividend Growers ETF worth $5.23M as of Q2 2026.
Landmark Wealth Management (New York) bought 1,907 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $139K.
ProShares Russell 2000 Dividend Growers ETF made up 1.25% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #19 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 19 quarters since.
138 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.