SAG
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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
2025
Q4 		$41.4K Buy
+478
New +$41.6K ﹤0.01% 1154

Other funds holding TDV

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's TDV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q4 2025: 478 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

75 funds tracked by Wall St. Rank hold TDV as of Q4 2025.

  • SageView Advisory Group held 478 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $41.4K as of Q4 2025.
  • ProShares S&P Technology Dividend Aristocrats ETF was a new SageView Advisory Group position in Q4 2025.
  • ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1154 holding.
  • 75 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.