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PRW Wealth Management’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

PRW Wealth Management’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
2019
Q1 		– Sell
-600
Closed -$32K – 787
2018
Q4 		$32K Buy
+600
New +$34.1K 0.04% 186

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $1B AUM 19.18% 1-Year Est. Return

PRW Wealth Management's SMDV Position: Q1 2019 in Review

PRW Wealth Management sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2019, closing a stake of 600 shares — an estimated $32K sold.

PRW Wealth Management first reported a position in SMDV in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 83 funds tracked by Wall St. Rank hold SMDV as of Q1 2019.

  • PRW Wealth Management reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 600 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2019, an estimated $32K.
  • PRW Wealth Management first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $32K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.