PFS
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Prospera Financial Services’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-250
Closed -$16K – 2512
2022
Q1 		$16K Buy
+250
New +$15.6K ﹤0.01% 1843

Other funds holding TDV

OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's TDV Position: Q2 2022 in Review

Prospera Financial Services sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2022, closing a stake of 250 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in TDV in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 34 funds tracked by Wall St. Rank hold TDV as of Q2 2022.

  • Prospera Financial Services reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 250 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2022, an estimated $16K.
  • Prospera Financial Services first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $16K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.