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Wealthcare Capital Partners’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Wealthcare Capital 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
2026
Q2 		$202K Buy
+2,618
New +$191K 0.08% 176

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wealthcare Capital Partners's SMDV Position: Q2 2026 in Review

Wealthcare Capital Partners opened a new position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2026: 2,618 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings.

138 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Wealthcare Capital Partners held 2,618 shares of ProShares S&P SmallCap 600 Dividend Aristocrats ETF worth $202K as of Q2 2026.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Wealthcare Capital Partners position in Q2 2026.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF made up 0.08% of Wealthcare Capital Partners's portfolio in Q2 2026, its #176 holding.
  • 138 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.