Meridian Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Meridian Wealth Management’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
2022 Q2	–	Sell	-3,210	Closed	-$207K	–	577
2022 Q1	$207K	Hold	3,210	–	–	0.02%	373
2021 Q4	$215K	Buy	+3,210	New	+$209K	0.02%	375
2021 Q3	–	Sell	-3,210	Closed	-$204K	–	405
2021 Q2	$204K	Hold	3,210	–	–	0.03%	370
2021 Q1	$210K	Buy	+3,210	New	+$200K	0.03%	342
2019 Q3	–	Sell	-8,533	Closed	-$5.06K	–	438
2019 Q2	$5.06K	Sell	8,533 -11,822	-58%	-$697K	0.2%	82
2019 Q1	$1.19M	Sell	20,355 -443	-2%	-$25.5K	0.54%	35
2018 Q4	$1.12M	Buy	+20,798	New	+$1.18M	0.66%	32

Other funds holding SMDV

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TFA

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

RJFSA

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

Meridian Wealth Management's SMDV Position: Q2 2022 in Review

Meridian Wealth Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2022, closing a stake of 3,210 shares — an estimated $207K sold.

Meridian Wealth Management first reported a position in SMDV in Q4 2018 and held it in 7 quarters. The position peaked at $1.19M in Q1 2019. 128 funds tracked by Wall St. Rank hold SMDV as of Q2 2022.

Meridian Wealth Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 3,210 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2022, an estimated $207K.
Meridian Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2018 and held it in 7 quarters.
Meridian Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.19M in Q1 2019.
128 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.