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New Potomac Partners’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

New Potomac Partners’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
2020
Q2 		– Sell
-100
Closed -$5K – 136
2020
Q1 		$5K Hold
100
– – 0.01% 131
2019
Q4 		$6K Hold
100
– – 0.01% 134
2019
Q3 		$6K Buy
+100
New +$5.87K 0.01% 135

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

New Potomac Partners's SMDV Position: Q2 2020 in Review

New Potomac Partners sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

New Potomac Partners first reported a position in SMDV in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 92 funds tracked by Wall St. Rank hold SMDV as of Q2 2020.

  • New Potomac Partners reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2020 after selling out during the quarter.
  • New Potomac Partners sold 100 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2020, an estimated $5K.
  • New Potomac Partners first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2019 and held it in 3 quarters.
  • New Potomac Partners's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $6K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2020.

Based on New Potomac Partners's 13F filing for Q2 2020, filed 4 Aug 2020.