Nations Financial Group
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Nations Financial Group’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Nations Financial 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
2026
Q3 		$1.34M Buy
18,724
+677
+4% +$51.8K 0.07% 301
2026
Q2 		$1.39M Buy
18,047
+1,481
+9% +$108K 0.07% 295
2026
Q1 		$1.14M Buy
16,566
+420
+3% +$29.5K 0.06% 338
2025
Q4 		$1.07M Buy
16,146
+1,077
+7% +$71.6K 0.06% 342
2025
Q3 		$1M Sell
15,069
-120
-0.8% -$8.02K 0.06% 321
2025
Q2 		$988K Sell
15,189
-220
-1% -$14K 0.07% 293
2025
Q1 		$1.01M Buy
15,409
+1,519
+11% +$103K 0.08% 270
2024
Q4 		$940K Sell
13,890
-307
-2% -$21.8K 0.07% 290
2024
Q3 		$983K Buy
14,197
+829
+6% +$55.9K 0.07% 280
2024
Q2 		$830K Sell
13,368
-145
-1% -$9.04K 0.07% 293
2024
Q1 		$865K Buy
13,513
+2,495
+23% +$155K 0.07% 282
2023
Q4 		$716K Sell
11,018
-9
-0.1% -$528 0.07% 299
2023
Q3 		$624K Buy
11,027
+773
+8% +$46.3K 0.06% 315
2023
Q2 		$606K Buy
10,254
+2,732
+36% +$161K 0.06% 337
2023
Q1 		$459K Buy
7,522
+670
+10% +$42.4K 0.05% 386
2022
Q4 		$421K Buy
6,852
+569
+9% +$35.1K 0.05% 392
2022
Q3 		$349K Sell
6,283
-770
-11% -$46.7K 0.05% 372
2022
Q2 		$414K Buy
7,053
+415
+6% +$25.4K 0.06% 344
2022
Q1 		$429K Buy
6,638
+1,790
+37% +$116K 0.05% 345
2021
Q4 		$324K Buy
4,848
+575
+13% +$37.5K 0.04% 373
2021
Q3 		$263K Buy
4,273
+200
+5% +$12.5K 0.04% 388
2021
Q2 		$259K Hold
4,073
– – 0.04% 354
2021
Q1 		$266K Buy
+4,073
New +$254K 0.06% 310

Other funds holding SMDV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Landmark Wealth Management (New York)
Landmark Wealth Management (New York) Melville, New York $415M AUM 11.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Nations Financial Group's SMDV Position: Q3 2026 in Review

Nations Financial Group increased its ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) stake by 3.8% in Q3 2026, buying an estimated $51.8K and bringing the position to 18,724 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #301.

Nations Financial Group first reported a position in SMDV in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMDV as of Q3 2026.

  • Nations Financial Group held 18,724 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $1.34M as of Q3 2026.
  • Nations Financial Group bought 677 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q3 2026, an estimated $51.8K.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.07% of Nations Financial Group's portfolio in Q3 2026, its #301 holding.
  • Nations Financial Group first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2021 and has held it in 23 quarters since.
  • Nations Financial Group's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $1.39M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.