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Sunbelt Securities’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Sunbelt Securities’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 		$8.47K Hold
100
– – ﹤0.01% 1537
2025
Q4 		$8.66K Hold
100
– – ﹤0.01% 1480
2025
Q3 		$8.65K Buy
+100
New +$8.46K ﹤0.01% 1478

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 $79.5B AUM 27.1% 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
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

Sunbelt Securities's TDV Position: Q1 2026 in Review

Sunbelt Securities held its ProShares S&P Technology Dividend Aristocrats ETF (TDV) position steady in Q1 2026 at 100 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Sunbelt Securities first reported a position in TDV in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.66K in Q4 2025. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

  • Sunbelt Securities held 100 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $8.47K as of Q1 2026.
  • Sunbelt Securities left its ProShares S&P Technology Dividend Aristocrats ETF share count unchanged in Q1 2026.
  • ProShares S&P Technology Dividend Aristocrats ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1537 holding.
  • Sunbelt Securities first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $8.66K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.