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Piedmont Capital Management (Montana)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Piedmont Capital Management (Montana)’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
2024
Q4 		– Sell
-104,498
Closed -$7.34M – 53
2024
Q3 		$7.34M Buy
+104,498
New +$7.04M 4.42% 8

Other funds holding SMDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $445B AUM 25.58% 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

Piedmont Capital Management (Montana)'s SMDV Position: Q4 2024 in Review

Piedmont Capital Management (Montana) sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q4 2024, closing a stake of 104,498 shares — an estimated $7.34M sold.

Piedmont Capital Management (Montana) first reported a position in SMDV in Q3 2024 and held it in 1 quarter. The position peaked at $7.34M in Q3 2024. 143 funds tracked by Wall St. Rank hold SMDV as of Q4 2024.

  • Piedmont Capital Management (Montana) reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q4 2024 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 104,498 ProShares Russell 2000 Dividend Growers ETF shares in Q4 2024, an estimated $7.34M.
  • Piedmont Capital Management (Montana) first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2024 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s ProShares Russell 2000 Dividend Growers ETF position peaked at $7.34M in Q3 2024.
  • 143 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2024.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q4 2024, filed 14 Feb 2025.