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Wealthspire Advisors (Maryland)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-1,025
Closed -$57K – 2625
2017
Q4 		$57K Buy
1,025
+769
+300% +$43.2K 0.01% 951
2017
Q3 		$14K Buy
+256
New +$14K ﹤0.01% 1447

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SMDV Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2018, closing a stake of 1,025 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in SMDV in Q3 2017 and held it in 2 quarters. The position peaked at $57K in Q4 2017. 60 funds tracked by Wall St. Rank hold SMDV as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,025 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2018, an estimated $57K.
  • Wealthspire Advisors (Maryland) first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s ProShares Russell 2000 Dividend Growers ETF position peaked at $57K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.