Mid Atlantic Financial Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$447K	Buy	7,257 +252	+4%	+$15.8K	0.03%	495
2021 Q2	$446K	Buy	7,005 +400	+6%	+$26.5K	0.03%	514
2021 Q1	$432K	Buy	6,605 +934	+16%	+$58.1K	0.03%	485
2020 Q4	$326K	Buy	5,671 +1,865	+49%	+$100K	0.03%	548
2020 Q3	$206K	Buy	+3,806	New	+$186K	0.02%	643

Other funds holding SMDV

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

CIA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

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

Mid Atlantic Financial Management's SMDV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 3.6% in Q3 2021, buying an estimated $15.8K and bringing the position to 7,257 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #495.

Mid Atlantic Financial Management first reported a position in SMDV in Q3 2020 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold SMDV as of Q3 2021.

Mid Atlantic Financial Management held 7,257 shares of ProShares Russell 2000 Dividend Growers ETF worth $447K as of Q3 2021.
Mid Atlantic Financial Management bought 252 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2021, an estimated $15.8K.
ProShares Russell 2000 Dividend Growers ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #495 holding.
Mid Atlantic Financial Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2020 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.