PCMM
SMDV icon

Piedmont Capital Management (Montana)’s ProShares S&P SmallCap 600 Dividend Aristocrats 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

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

Piedmont Capital Management (Montana) sold out of ProShares S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 104,498 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2024, an estimated $7.34M.
  • Piedmont Capital Management (Montana) first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2024 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $7.34M in Q3 2024.
  • 143 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2024.

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