Wealthspire Advisors (Maryland)’s ProShares S&P SmallCap 600 Dividend Aristocrats 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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of ProShares S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,025 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2018, an estimated $57K.
Wealthspire Advisors (Maryland) first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2017 and held it in 2 quarters.
Wealthspire Advisors (Maryland)'s ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $57K in Q4 2017.
60 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2018.

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