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The Family Firm’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-100
Closed -$6.21K – 738
2024
Q2 		$6.21K Buy
+100
New +$6.23K ﹤0.01% 723

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

The Family Firm's SMDV Position: Q3 2024 in Review

The Family Firm sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2024, closing a stake of 100 shares — an estimated $6.21K sold.

The Family Firm first reported a position in SMDV in Q2 2024 and held it in 1 quarter. The position peaked at $6.21K in Q2 2024. 130 funds tracked by Wall St. Rank hold SMDV as of Q3 2024.

  • The Family Firm reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 100 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2024, an estimated $6.21K.
  • The Family Firm first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's ProShares Russell 2000 Dividend Growers ETF position peaked at $6.21K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.