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

Peak Planning 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
2025 Q2	–	Sell	-3,664	Closed	-$240K	–	126
2025 Q1	$240K	Sell	3,664 -788	-18%	-$53.4K	0.1%	108
2024 Q4	$301K	Sell	4,452 -1,454	-25%	-$103K	0.13%	94
2024 Q3	$409K	Sell	5,906 -41	-0.7%	-$2.76K	0.18%	77
2024 Q2	$369K	Buy	+5,947	New	+$371K	0.18%	76

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Peak Planning Group's SMDV Position: Q2 2025 in Review

Peak Planning Group sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2025, closing a stake of 3,664 shares — an estimated $240K sold.

Peak Planning Group first reported a position in SMDV in Q2 2024 and held it in 4 quarters. The position peaked at $409K in Q3 2024. 131 funds tracked by Wall St. Rank hold SMDV as of Q2 2025.

Peak Planning Group reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
Peak Planning Group sold 3,664 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2025, an estimated $240K.
Peak Planning Group first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2024 and held it in 4 quarters.
Peak Planning Group's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $409K in Q3 2024.
131 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.