Maia Wealth’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Maia Wealth’s Portfolio SDVD Stock Details SDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Buy	43,506 +150	+0.3%	+$3.39K	0.15%	154
2026 Q1	$941K	Buy	43,356 +3,048	+8%	+$68.5K	0.16%	151
2025 Q4	$933K	Sell	40,308 -3,345	-8%	-$71.5K	0.16%	147
2025 Q3	$936K	Sell	43,653 -6,615	-13%	-$141K	0.16%	149
2025 Q2	$1.03M	Sell	50,268 -3,711	-7%	-$73.3K	0.2%	130
2025 Q1	$1.01M	Buy	53,979 +3,112	+6%	+$66.2K	0.23%	106
2024 Q4	$1.14M	Buy	50,867 +34,058	+203%	+$768K	0.24%	94
2024 Q3	$368K	Buy	+16,809	New	+$360K	0.09%	171

Other funds holding SDVD

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Maia Wealth's SDVD Position: Q2 2026 in Review

Maia Wealth increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.35% in Q2 2026, buying an estimated $3.39K and bringing the position to 43,506 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #154.

Maia Wealth first reported a position in SDVD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2024. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Maia Wealth held 43,506 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1M as of Q2 2026.
Maia Wealth bought 150 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.39K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.15% of Maia Wealth's portfolio in Q2 2026, its #154 holding.
Maia Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
Maia Wealth's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.14M in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.