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Regatta Research & Money Management’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Regatta Research & Money Management’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Buy
+146
New +$14.3K 0.01% 437

Other funds holding TDV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
CMP
Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Regatta Research & Money Management's TDV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2026: 146 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings.

58 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

  • Regatta Research & Money Management held 146 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $15.2K as of Q2 2026.
  • ProShares S&P Technology Dividend Aristocrats ETF was a new Regatta Research & Money Management position in Q2 2026.
  • ProShares S&P Technology Dividend Aristocrats ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #437 holding.
  • 58 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.