Paladin Advisory Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-3,198	Closed	-$196K	–	455
2022 Q4	$196K	Hold	3,198	–	–	0.17%	94
2022 Q3	$177K	Hold	3,198	–	–	0.16%	94
2022 Q2	$187K	Buy	+3,198	New	+$196K	0.16%	96
2022 Q1	–	Sell	-3,198	Closed	-$213K	–	471
2021 Q4	$213K	Buy	+3,198	New	+$208K	0.17%	95

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

Paladin Advisory Group's SMDV Position: Q1 2026 in Review

Paladin Advisory Group held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q1 2026 at 101 shares worth $6.95K. The position accounts for 0.01% of the portfolio, ranked #213.

Paladin Advisory Group first reported a position in SMDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $209K in Q1 2022. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

Paladin Advisory Group held 101 shares of ProShares Russell 2000 Dividend Growers ETF worth $6.95K as of Q1 2026.
Paladin Advisory Group 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 Paladin Advisory Group's portfolio in Q1 2026, its #213 holding.
Paladin Advisory Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $209K in Q1 2022.
134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.