Vision Retirement’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Vision Retirement’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 Q2	–	Sell	-44	Closed	-$3.74K	–	684
2026 Q1	$3.74K	Buy	+44	New	+$3.89K	﹤0.01%	517

Other funds holding TDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFA

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

CMP

Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return

Vision Retirement's TDV Position: Q2 2026 in Review

Vision Retirement sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2026, closing a stake of 44 shares — an estimated $3.74K sold.

Vision Retirement first reported a position in TDV in Q1 2026 and held it in 1 quarter. The position peaked at $3.74K in Q1 2026. 77 funds tracked by Wall St. Rank hold TDV as of Q2 2026.

Vision Retirement reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 44 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2026, an estimated $3.74K.
Vision Retirement first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2026 and held it in 1 quarter.
Vision Retirement's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $3.74K in Q1 2026.
77 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.