TCI Wealth Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

TCI Wealth Advisors’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 Q3	–	Sell	-44	Closed	-$3K	–	2552
2022 Q2	$3K	Buy	+44	New	+$2.69K	﹤0.01%	1893
2021 Q4	–	Sell	-176	Closed	-$11K	–	2497
2021 Q3	$11K	Buy	+176	New	+$11K	﹤0.01%	1054
2018 Q1	–	Sell	-51	Closed	-$3K	–	1426
2017 Q4	$3K	Buy	+51	New	+$2.87K	﹤0.01%	937

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TCI Wealth Advisors's SMDV Position: Q3 2022 in Review

TCI Wealth Advisors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2022, closing a stake of 44 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SMDV in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 116 funds tracked by Wall St. Rank hold SMDV as of Q3 2022.

TCI Wealth Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 44 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2017 and held it in 3 quarters.
TCI Wealth Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $11K in Q3 2021.
116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.