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Salem Investment Counselors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-4,000
Closed -$258K – 1118
2022
Q1 		$258K Buy
+4,000
New +$259K 0.01% 308

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Salem Investment Counselors's SMDV Position: Q2 2022 in Review

Salem Investment Counselors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2022, closing a stake of 4,000 shares — an estimated $258K sold.

Salem Investment Counselors first reported a position in SMDV in Q1 2022 and held it in 1 quarter. The position peaked at $258K in Q1 2022. 128 funds tracked by Wall St. Rank hold SMDV as of Q2 2022.

  • Salem Investment Counselors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 4,000 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2022, an estimated $258K.
  • Salem Investment Counselors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2022 and held it in 1 quarter.
  • Salem Investment Counselors's ProShares Russell 2000 Dividend Growers ETF position peaked at $258K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2022.

Based on Salem Investment Counselors's 13F filing for Q2 2022, filed 17 Aug 2022.