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NewEdge Wealth’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

NewEdge Wealth’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
2023
Q2 		– Sell
-6,600
Closed -$403K – 661
2023
Q1 		$403K Buy
+6,600
New +$417K 0.02% 449

Other funds holding SMDV

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NewEdge Wealth's SMDV Position: Q2 2023 in Review

NewEdge Wealth sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2023, closing a stake of 6,600 shares — an estimated $403K sold.

NewEdge Wealth first reported a position in SMDV in Q1 2023 and held it in 1 quarter. The position peaked at $403K in Q1 2023. 126 funds tracked by Wall St. Rank hold SMDV as of Q2 2023.

  • NewEdge Wealth reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2023 after selling out during the quarter.
  • NewEdge Wealth sold 6,600 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2023, an estimated $403K.
  • NewEdge Wealth first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2023 and held it in 1 quarter.
  • NewEdge Wealth's ProShares Russell 2000 Dividend Growers ETF position peaked at $403K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.