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

Wealth Management Solutions’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
2022 Q2	–	Sell	-4,516	Closed	-$292K	–	106
2022 Q1	$292K	Sell	4,516 -429	-9%	-$27.8K	0.15%	86
2021 Q4	$331K	Buy	+4,945	New	+$322K	0.17%	84

Other funds holding SMDV

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TFA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Management Solutions's SMDV Position: Q2 2022 in Review

Wealth Management Solutions sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2022, closing a stake of 4,516 shares — an estimated $292K sold.

Wealth Management Solutions first reported a position in SMDV in Q4 2021 and held it in 2 quarters. The position peaked at $331K in Q4 2021. 128 funds tracked by Wall St. Rank hold SMDV as of Q2 2022.

Wealth Management Solutions reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2022 after selling out during the quarter.
Wealth Management Solutions sold 4,516 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2022, an estimated $292K.
Wealth Management Solutions first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2021 and held it in 2 quarters.
Wealth Management Solutions's ProShares Russell 2000 Dividend Growers ETF position peaked at $331K in Q4 2021.
128 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.