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Strategic Wealth Partners’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Strategic Wealth Partners’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
2025
Q3 		– Sell
-315
Closed -$26.2K – 1383
2025
Q2 		$26.2K Buy
+315
New +$23.7K ﹤0.01% 600

Other funds holding TDV

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Wealth Partners's TDV Position: Q3 2025 in Review

Strategic Wealth Partners sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q3 2025, closing a stake of 315 shares — an estimated $26.2K sold.

Strategic Wealth Partners first reported a position in TDV in Q2 2025 and held it in 1 quarter. The position peaked at $26.2K in Q2 2025. 71 funds tracked by Wall St. Rank hold TDV as of Q3 2025.

  • Strategic Wealth Partners reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 315 ProShares S&P Technology Dividend Aristocrats ETF shares in Q3 2025, an estimated $26.2K.
  • Strategic Wealth Partners first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $26.2K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.