Moneta Group Investment Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Moneta Group Investment Advisors’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
2026 Q1	$222K	Hold	3,227	–	–	﹤0.01%	734
2025 Q4	$213K	Hold	3,227	–	–	﹤0.01%	761
2025 Q3	$215K	Hold	3,227	–	–	﹤0.01%	731
2025 Q2	$210K	Hold	3,227	–	–	﹤0.01%	663
2025 Q1	$212K	Hold	3,227	–	–	﹤0.01%	622
2024 Q4	$218K	Buy	+3,227	New	+$229K	﹤0.01%	611
2023 Q2	–	Sell	-5,351	Closed	-$327K	–	568
2023 Q1	$327K	Buy	+5,351	New	+$338K	0.01%	399

Other funds holding SMDV

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

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

CIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

TFA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Moneta Group Investment Advisors's SMDV Position: Q1 2026 in Review

Moneta Group Investment Advisors held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q1 2026 at 3,227 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Moneta Group Investment Advisors first reported a position in SMDV in Q1 2023 and has held it in 7 quarters since. The position peaked at $327K in Q1 2023. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

Moneta Group Investment Advisors held 3,227 shares of ProShares Russell 2000 Dividend Growers ETF worth $222K as of Q1 2026.
Moneta Group Investment Advisors left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q1 2026.
ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #734 holding.
Moneta Group Investment Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2023 and has held it in 7 quarters since.
Moneta Group Investment Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $327K in Q1 2023.
134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.