Tyler-Stone Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-250	Closed	-$15.5K	–	839
2024 Q2	$15.5K	Hold	250	–	–	0.01%	573
2024 Q1	$16K	Hold	250	–	–	0.01%	564
2023 Q4	$16.3K	Hold	250	–	–	0.01%	548
2023 Q3	$14K	Hold	250	–	–	0.01%	545
2023 Q2	$15K	Buy	+250	New	+$14.7K	0.01%	535
2022 Q4	$15K	Hold	250	–	–	0.01%	493
2022 Q3	$14K	Hold	250	–	–	0.01%	494
2022 Q2	$15K	Hold	250	–	–	0.01%	496
2022 Q1	$16K	Hold	250	–	–	0.01%	495
2021 Q4	$17K	Buy	+250	New	+$16.3K	0.01%	512

Other funds holding SMDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Tyler-Stone Wealth Management's SMDV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2024, closing a stake of 250 shares — an estimated $15.5K sold.

Tyler-Stone Wealth Management first reported a position in SMDV in Q4 2021 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 130 funds tracked by Wall St. Rank hold SMDV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 250 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2024, an estimated $15.5K.
Tyler-Stone Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $17K in Q4 2021.
130 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.