SNB
TDV icon

Security National Bank’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Security National Bank’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
Q2 		– Sell
-13
Closed -$1.1K – 439
2026
Q1 		$1.1K Buy
+13
New +$1.15K ﹤0.01% 398

Other funds holding TDV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Security National Bank's TDV Position: Q2 2026 in Review

Security National Bank sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2026, closing a stake of 13 shares — an estimated $1.1K sold.

Security National Bank first reported a position in TDV in Q1 2026 and held it in 1 quarter. The position peaked at $1.1K in Q1 2026. 38 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

  • Security National Bank reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 13 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $1.1K.
  • Security National Bank first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2026 and held it in 1 quarter.
  • Security National Bank's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $1.1K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.