Personal CFO Solutions’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Personal CFO Solutions’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,644	Closed	-$766K	–	597
2024 Q1	$766K	Buy	10,644 +876	+9%	+$61.2K	0.12%	176
2023 Q4	$680K	Buy	9,768 +869	+10%	+$55.9K	0.12%	174
2023 Q3	$553K	Buy	8,899 +697	+8%	+$45.6K	0.11%	177
2023 Q2	$543K	Buy	8,202 +3,797	+86%	+$233K	0.11%	190
2023 Q1	$269K	Buy	4,405 +648	+17%	+$38.5K	0.06%	346
2022 Q4	$208K	Buy	+3,757	New	+$208K	0.04%	413

Other funds holding TDV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Personal CFO Solutions's TDV Position: Q2 2024 in Review

Personal CFO Solutions sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2024, closing a stake of 10,644 shares — an estimated $766K sold.

Personal CFO Solutions first reported a position in TDV in Q4 2022 and held it in 6 quarters. The position peaked at $766K in Q1 2024. 79 funds tracked by Wall St. Rank hold TDV as of Q2 2024.

Personal CFO Solutions reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 10,644 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2024, an estimated $766K.
Personal CFO Solutions first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2022 and held it in 6 quarters.
Personal CFO Solutions's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $766K in Q1 2024.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.