Wealth Enhancement Advisory Services
SMDV icon

Wealth Enhancement Advisory Services’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.75M Buy
22,857
+5,226
+30% +$381K ﹤0.01% 1667
2026
Q1 		$1.22M Sell
17,631
-5,991
-25% -$421K ﹤0.01% 1677
2025
Q4 		$1.6M Buy
23,622
+16,851
+249% +$1.12M ﹤0.01% 1652
2025
Q3 		$448K Buy
6,771
+985
+17% +$65.9K ﹤0.01% 2451
2025
Q2 		$392K Sell
5,786
-169
-3% -$10.8K ﹤0.01% 2406
2025
Q1 		$391K Buy
5,955
+632
+12% +$42.8K ﹤0.01% 2228
2024
Q4 		$360K Buy
+5,323
New +$377K ﹤0.01% 2233

Other funds holding SMDV

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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMDV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 30% in Q2 2026, buying an estimated $381K and bringing the position to 22,857 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Wealth Enhancement Advisory Services first reported a position in SMDV in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,857 shares of ProShares Russell 2000 Dividend Growers ETF worth $1.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,226 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $381K.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1667 holding.
  • Wealth Enhancement Advisory Services first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.