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Sound Income Strategies’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Sound Income Strategies’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
2026
Q2 		– Sell
-397
Closed -$27.5K – 2099
2026
Q1 		$27.5K Hold
397
– – ﹤0.01% 1055
2025
Q4 		$27.8K Buy
+397
New +$26.4K ﹤0.01% 1009
2024
Q1 		– Sell
-255
Closed -$16.6K – 1439
2023
Q4 		$16.6K Buy
+255
New +$15K ﹤0.01% 628

Other funds holding SMDV

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's SMDV Position: Q2 2026 in Review

Sound Income Strategies sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026, closing a stake of 397 shares — an estimated $27.5K sold.

Sound Income Strategies first reported a position in SMDV in Q4 2023 and held it in 3 quarters. The position peaked at $27.8K in Q4 2025. 104 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Sound Income Strategies reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 397 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $27.5K.
  • Sound Income Strategies first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's ProShares Russell 2000 Dividend Growers ETF position peaked at $27.8K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.