Root Financial Partners’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-57	Closed	-$3.94K	–	2739
2026 Q1	$3.94K	Hold	57	–	–	﹤0.01%	2043
2025 Q4	$3.79K	Hold	57	–	–	﹤0.01%	1854
2025 Q3	$3.79K	Buy	+57	New	+$3.81K	﹤0.01%	1816

Other funds holding SMDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Root Financial Partners's SMDV Position: Q2 2026 in Review

Root Financial Partners sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026, closing a stake of 57 shares — an estimated $3.94K sold.

Root Financial Partners first reported a position in SMDV in Q3 2025 and held it in 3 quarters. The position peaked at $3.94K in Q1 2026. 137 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

Root Financial Partners reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 57 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $3.94K.
Root Financial Partners first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's ProShares Russell 2000 Dividend Growers ETF position peaked at $3.94K in Q1 2026.
137 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.