Strid Group
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Strid Group’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Strid 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
-13,870
Closed -$770K – 48
2022
Q3 		$770K Buy
13,870
+8,774
+172% +$533K 0.2% 27
2022
Q2 		$299K Buy
+5,096
New +$312K 0.07% 37

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Strid Group's SMDV Position: Q4 2022 in Review

Strid Group sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2022, closing a stake of 13,870 shares — an estimated $770K sold.

Strid Group first reported a position in SMDV in Q2 2022 and held it in 2 quarters. The position peaked at $770K in Q3 2022. 130 funds tracked by Wall St. Rank hold SMDV as of Q4 2022.

  • Strid Group reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2022 after selling out during the quarter.
  • Strid Group sold 13,870 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2022, an estimated $770K.
  • Strid Group first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q2 2022 and held it in 2 quarters.
  • Strid Group's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $770K in Q3 2022.
  • 130 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2022.

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