SageView Advisory Group’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-478	Closed	-$41.4K	–	2232
2025 Q4	$41.4K	Buy	+478	New	+$41.6K	﹤0.01%	1154

Other funds holding TDV

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

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

SageView Advisory Group's TDV Position: Q1 2026 in Review

SageView Advisory Group sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2026, closing a stake of 478 shares — an estimated $41.4K sold.

SageView Advisory Group first reported a position in TDV in Q4 2025 and held it in 1 quarter. The position peaked at $41.4K in Q4 2025. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

SageView Advisory Group reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 478 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2026, an estimated $41.4K.
SageView Advisory Group first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $41.4K in Q4 2025.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.