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Nations Financial Group’s ProShares Russell 2000 Dividend Growers 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
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% -$8.03K 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

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nations Financial Group's SMDV Position: Q2 2026 in Review

Nations Financial Group increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 8.9% in Q2 2026, buying an estimated $108K and bringing the position to 18,047 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #295.

Nations Financial Group first reported a position in SMDV in Q1 2021 and has held it in 22 quarters since. 28 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Nations Financial Group held 18,047 shares of ProShares Russell 2000 Dividend Growers ETF worth $1.39M as of Q2 2026.
  • Nations Financial Group bought 1,481 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $108K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #295 holding.
  • Nations Financial Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2021 and has held it in 22 quarters since.
  • 28 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.