Medallion Wealth Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Medallion Wealth Advisors’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 Q1	$1.95K	Hold	23	–	–	﹤0.01%	1003
2025 Q4	$1.99K	Hold	23	–	–	﹤0.01%	994
2025 Q3	$1.99K	Hold	23	–	–	﹤0.01%	979
2025 Q2	$1.93K	Hold	23	–	–	﹤0.01%	961
2025 Q1	$1.67K	Hold	23	–	–	﹤0.01%	944
2024 Q4	$1.74K	Buy	+23	New	+$1.77K	﹤0.01%	878

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

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

Medallion Wealth Advisors's TDV Position: Q1 2026 in Review

Medallion Wealth Advisors held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q1 2026 at 23 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Medallion Wealth Advisors first reported a position in TDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.99K in Q4 2025. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

Medallion Wealth Advisors held 23 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $1.95K as of Q1 2026.
Medallion Wealth Advisors left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q1 2026.
ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1003 holding.
Medallion Wealth Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $1.99K in Q4 2025.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.