RPCONE
SMDV icon

Retirement Planning Company of New England’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-22
Closed -$1K – 760
2021
Q4 		$1K Buy
+22
New +$1.43K ﹤0.01% 903

Other funds holding SMDV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Retirement Planning Company of New England's SMDV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Retirement Planning Company of New England first reported a position in SMDV in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 123 funds tracked by Wall St. Rank hold SMDV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 22 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2022, an estimated $1K.
  • Retirement Planning Company of New England first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's ProShares Russell 2000 Dividend Growers ETF position peaked at $1K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.