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Total Clarity Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Total Clarity Wealth Management’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
2026
Q1 		$432K Buy
6,282
+51
+0.8% +$3.58K 0.1% 198
2025
Q4 		$412K Sell
6,231
-298
-5% -$19.8K 0.1% 197
2025
Q3 		$435K Sell
6,529
-111
-2% -$7.42K 0.12% 182
2025
Q2 		$432K Sell
6,640
-134
-2% -$8.54K 0.12% 177
2025
Q1 		$458K Hold
6,774
– – 0.15% 155
2024
Q4 		$458K Buy
6,774
+724
+12% +$51.3K 0.15% 155
2024
Q3 		$419K Sell
6,050
-1,046
-15% -$70.5K 0.13% 156
2024
Q2 		$441K Sell
7,096
-169
-2% -$10.5K 0.15% 148
2024
Q1 		$465K Sell
7,265
-174
-2% -$10.8K 0.16% 153
2023
Q4 		$484K Buy
7,439
+354
+5% +$20.8K 0.2% 130
2023
Q3 		$401K Buy
7,085
+363
+5% +$21.7K 0.19% 131
2023
Q2 		$398K Buy
6,722
+295
+5% +$17.4K 0.2% 126
2023
Q1 		$392K Hold
6,427
– – 0.21% 110
2022
Q4 		$394K Buy
6,427
+23
+0.4% +$1.42K 0.2% 126
2022
Q3 		$355K Buy
6,404
+214
+3% +$13K 0.22% 135
2022
Q2 		$364K Buy
6,190
+538
+10% +$32.9K 0.19% 131
2022
Q1 		$365K Buy
5,652
+305
+6% +$19.7K 0.2% 136
2021
Q4 		$358K Buy
5,347
+459
+9% +$29.9K 0.16% 140
2021
Q3 		$301K Buy
4,888
+120
+3% +$7.52K 0.14% 156
2021
Q2 		$304K Buy
4,768
+210
+5% +$13.9K 0.17% 157
2021
Q1 		$298K Hold
4,558
– – 0.17% 135
2020
Q4 		$262K Sell
4,558
-281
-6% -$15.1K 0.18% 127
2020
Q3 		$228K Buy
4,839
+205
+4% +$10K 0.2% 111
2020
Q2 		$225K Sell
4,634
-40,264
-90% -$1.93M 0.21% 113
2020
Q1 		$2.08M Sell
44,898
-292
-0.6% -$16.4K 3.21% 4
2019
Q4 		$2.79M Buy
+45,190
New +$2.73M 2.09% 8

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Total Clarity Wealth Management's SMDV Position: Q1 2026 in Review

Total Clarity Wealth Management increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 0.82% in Q1 2026, buying an estimated $3.58K and bringing the position to 6,282 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #198.

Total Clarity Wealth Management first reported a position in SMDV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2019. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Total Clarity Wealth Management held 6,282 shares of ProShares Russell 2000 Dividend Growers ETF worth $432K as of Q1 2026.
  • Total Clarity Wealth Management bought 51 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $3.58K.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.1% of Total Clarity Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Total Clarity Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2019 and has held it in 26 quarters since.
  • Total Clarity Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $2.79M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.