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Summit Wealth Partners’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Summit Wealth Partners’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
2020
Q1 		– Sell
-6,344
Closed -$392K – 124
2019
Q4 		$392K Buy
+6,344
New +$383K 0.14% 79

Other funds holding SMDV

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Partners's SMDV Position: Q1 2020 in Review

Summit Wealth Partners sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2020, closing a stake of 6,344 shares — an estimated $392K sold.

Summit Wealth Partners first reported a position in SMDV in Q4 2019 and held it in 1 quarter. The position peaked at $392K in Q4 2019. 99 funds tracked by Wall St. Rank hold SMDV as of Q1 2020.

  • Summit Wealth Partners reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 6,344 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2020, an estimated $392K.
  • Summit Wealth Partners first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2019 and held it in 1 quarter.
  • Summit Wealth Partners's ProShares Russell 2000 Dividend Growers ETF position peaked at $392K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2020.

Based on Summit Wealth Partners's 13F filing for Q1 2020, filed 10 Sep 2024.