Strategic Wealth Investment Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Strategic Wealth Investment Group’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 Q4	–	Sell	-3,647	Closed	-$202K	–	131
2022 Q3	$202K	Sell	3,647 -127	-3%	-$7.71K	0.06%	105
2022 Q2	$222K	Sell	3,774 -418	-10%	-$25.6K	0.06%	122
2022 Q1	$271K	Buy	+4,192	New	+$271K	0.06%	83

Other funds holding SMDV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Strategic Wealth Investment Group's SMDV Position: Q4 2022 in Review

Strategic Wealth Investment Group sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q4 2022, closing a stake of 3,647 shares — an estimated $202K sold.

Strategic Wealth Investment Group first reported a position in SMDV in Q1 2022 and held it in 3 quarters. The position peaked at $271K in Q1 2022. 130 funds tracked by Wall St. Rank hold SMDV as of Q4 2022.

Strategic Wealth Investment Group reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q4 2022 after selling out during the quarter.
Strategic Wealth Investment Group sold 3,647 ProShares Russell 2000 Dividend Growers ETF shares in Q4 2022, an estimated $202K.
Strategic Wealth Investment Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2022 and held it in 3 quarters.
Strategic Wealth Investment Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $271K in Q1 2022.
130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2022, filed 27 Jan 2023.