Wealthcare Advisory Partners’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,297	Closed	-$150K	–	1663
2021 Q1	$150K	Buy	+2,297	New	+$143K	0.01%	552
2020 Q2	–	Sell	-6,348	Closed	-$293K	–	1185
2020 Q1	$293K	Sell	6,348 -3,277	-34%	-$184K	0.04%	223
2019 Q4	$595K	Buy	9,625 +3	+0%	+$181	0.08%	157
2019 Q3	$571K	Sell	9,622 -2,573	-21%	-$151K	0.08%	137
2019 Q2	$723K	Sell	12,195 -448	-4%	-$26.4K	0.11%	105
2019 Q1	$736K	Sell	12,643 -4,150	-25%	-$239K	0.13%	99
2018 Q4	$904K	Sell	16,793 -8,494	-34%	-$483K	0.18%	76
2018 Q3	$1.49M	Sell	25,287 -3,814	-13%	-$224K	0.27%	53
2018 Q2	$1.66M	Buy	29,101 +13,223	+83%	+$735K	0.33%	45
2018 Q1	$852K	Buy	15,878 +12,156	+327%	+$658K	0.19%	71
2017 Q4	$205K	Buy	3,722 +231	+7%	+$13K	0.05%	176
2017 Q3	$196K	Buy	+3,491	New	+$191K	0.06%	149

Other funds holding SMDV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wealthcare Advisory Partners's SMDV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2021, closing a stake of 2,297 shares — an estimated $150K sold.

Wealthcare Advisory Partners first reported a position in SMDV in Q3 2017 and held it in 12 quarters. The position peaked at $1.66M in Q2 2018. 116 funds tracked by Wall St. Rank hold SMDV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,297 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2021, an estimated $150K.
Wealthcare Advisory Partners first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.66M in Q2 2018.
116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.