SAG
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SageView Advisory Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

SageView Advisory Group’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
2024
Q2 		– Sell
-4,977
Closed -$1.03M – 737
2024
Q1 		$1.03M Buy
+4,977
New +$310K 0.05% 193

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

SageView Advisory Group's SMDV Position: Q2 2024 in Review

SageView Advisory Group sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2024, closing a stake of 4,977 shares — an estimated $1.03M sold.

SageView Advisory Group first reported a position in SMDV in Q1 2024 and held it in 1 quarter. The position peaked at $1.03M in Q1 2024. 132 funds tracked by Wall St. Rank hold SMDV as of Q2 2024.

  • SageView Advisory Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 4,977 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2024, an estimated $1.03M.
  • SageView Advisory Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.03M in Q1 2024.
  • 132 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.