PSI Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

PSI Advisors’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
2025 Q1	–	Sell	-460	Closed	-$34.6K	–	931
2024 Q4	$34.6K	Buy	460 +1	+0.2%	+$77	0.01%	326
2024 Q3	$35.3K	Buy	459 +1	+0.2%	+$75	0.01%	321
2024 Q2	$34.2K	Buy	458 +67	+17%	+$4.82K	0.01%	315
2024 Q1	$28.1K	Hold	391	–	–	0.01%	336
2023 Q4	$27.2K	Hold	391	–	–	0.01%	356
2023 Q3	$24.3K	Buy	391 +1	+0.3%	+$65	0.01%	352
2023 Q2	$25.9K	Hold	390	–	–	0.01%	344
2023 Q1	$23.9K	Buy	+390	New	+$23.2K	0.01%	316

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

PSI Advisors's TDV Position: Q1 2025 in Review

PSI Advisors sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2025, closing a stake of 460 shares — an estimated $34.6K sold.

PSI Advisors first reported a position in TDV in Q1 2023 and held it in 8 quarters. The position peaked at $35.3K in Q3 2024. 76 funds tracked by Wall St. Rank hold TDV as of Q1 2025.

PSI Advisors reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 460 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2025, an estimated $34.6K.
PSI Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2023 and held it in 8 quarters.
PSI Advisors's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $35.3K in Q3 2024.
76 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.