PCA
HDV

Prosperity Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Prosperity Capital Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
64,136
+5,661
+10% +$154K 0.09% 140
2026
Q1 		$1.59M Buy
+58,475
New +$1.56M 0.09% 137

Other funds holding HDV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Prosperity Capital Advisors's HDV Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Core High Dividend ETF (HDV) stake by 9.7% in Q2 2026, buying an estimated $154K and bringing the position to 64,136 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #140.

Prosperity Capital Advisors first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Prosperity Capital Advisors held 64,136 shares of iShares Core High Dividend ETF worth $1.76M as of Q2 2026.
  • Prosperity Capital Advisors bought 5,661 iShares Core High Dividend ETF shares in Q2 2026, an estimated $154K.
  • iShares Core High Dividend ETF made up 0.09% of Prosperity Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Prosperity Capital Advisors first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.