PWH
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Priebe Wealth Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Priebe Wealth Holdings’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.92M Buy
139,377
+34,405
+33% +$1.21M 4.26% 7
2025
Q1 		$3.52M Buy
+104,972
New +$3.52M 2.19% 9