Sound View Wealth Advisors Group’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Sound View Wealth Advisors 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
2026 Q1	$409K	Buy	4,823 +1	+0%	+$88	0.03%	300
2025 Q4	$418K	Sell	4,822 -184	-4%	-$16K	0.03%	300
2025 Q3	$433K	Sell	5,006 -1,379	-22%	-$117K	0.03%	294
2025 Q2	$531K	Sell	6,385 -392	-6%	-$29.5K	0.04%	257
2025 Q1	$494K	Sell	6,777 -361	-5%	-$27.7K	0.04%	259
2024 Q4	$539K	Sell	7,138 -131	-2%	-$10.1K	0.04%	253
2024 Q3	$560K	Buy	7,269 +676	+10%	+$50.7K	0.05%	241
2024 Q2	$492K	Hold	6,593	–	–	0.05%	234
2024 Q1	$475K	Sell	6,593 -675	-9%	-$47.2K	0.05%	243
2023 Q4	$506K	Buy	7,268 +1	+0%	+$64	0.06%	232
2023 Q3	$452K	Buy	7,267 +676	+10%	+$44.2K	0.06%	235
2023 Q2	$437K	Buy	6,591 +2,243	+52%	+$138K	0.06%	235
2023 Q1	$266K	Sell	4,348 -2,920	-40%	-$173K	0.04%	300
2022 Q4	$506K	Buy	+7,268	New	+$403K	0.06%	232

Other funds holding TDV

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sound View Wealth Advisors Group's TDV Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 0.02% in Q1 2026, buying an estimated $88 and bringing the position to 4,823 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #300.

Sound View Wealth Advisors Group first reported a position in TDV in Q4 2022 and has held it in 14 quarters since. The position peaked at $560K in Q3 2024. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

Sound View Wealth Advisors Group held 4,823 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $409K as of Q1 2026.
Sound View Wealth Advisors Group bought 1 ProShares S&P Technology Dividend Aristocrats ETF share in Q1 2026, an estimated $88.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #300 holding.
Sound View Wealth Advisors Group first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $560K in Q3 2024.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.