Measured Wealth Private Client Group’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Measured Wealth Private Client Group’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
2018 Q4	–	Sell	-250	Closed	-$15K	–	601
2018 Q3	$15K	Buy	+250	New	+$14.7K	0.01%	566

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Measured Wealth Private Client Group's SMDV Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2018, closing a stake of 250 shares — an estimated $15K sold.

Measured Wealth Private Client Group first reported a position in SMDV in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 78 funds tracked by Wall St. Rank hold SMDV as of Q4 2018.

Measured Wealth Private Client Group reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 250 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2018, an estimated $15K.
Measured Wealth Private Client Group first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $15K in Q3 2018.
78 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.