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SeaCrest Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-961
Closed -$56K – 1374
2022
Q2 		$56K Buy
+961
New +$58.9K 0.01% 1069

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SeaCrest Wealth Management's SMDV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2022, closing a stake of 961 shares — an estimated $56K sold.

SeaCrest Wealth Management first reported a position in SMDV in Q2 2022 and held it in 1 quarter. The position peaked at $56K in Q2 2022. 116 funds tracked by Wall St. Rank hold SMDV as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 961 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2022, an estimated $56K.
  • SeaCrest Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $56K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.