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Lloyd Advisory Services’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$66 – 1018
2025
Q4 		$66 Buy
+1
New +$66 ﹤0.01% 544

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Lloyd Advisory Services's SMDV Position: Q1 2026 in Review

Lloyd Advisory Services sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2026, closing a stake of 1 share — an estimated $66 sold.

Lloyd Advisory Services first reported a position in SMDV in Q4 2025 and held it in 1 quarter. The position peaked at $66 in Q4 2025. 135 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Lloyd Advisory Services reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 ProShares S&P SmallCap 600 Dividend Aristocrats ETF share in Q1 2026, an estimated $66.
  • Lloyd Advisory Services first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $66 in Q4 2025.
  • 135 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.