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Peak Planning Group’s ProShares Russell 2000 Dividend Growers 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Peak Planning Group sold out of ProShares Russell 2000 Dividend Growers 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. 130 funds tracked by Wall St. Rank hold SMDV as of Q2 2025.

  • Peak Planning Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2025 after selling out during the quarter.
  • Peak Planning Group sold 3,664 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2025, an estimated $240K.
  • Peak Planning Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2024 and held it in 4 quarters.
  • Peak Planning Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $409K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2025.

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