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Wealthspire Advisors (New York)’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-435
Closed -$29K – 2594
2025
Q3 		$29K Buy
+435
New +$29.1K ﹤0.01% 1479

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMDV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q4 2025, closing a stake of 435 shares — an estimated $29K sold.

Wealthspire Advisors (New York) first reported a position in SMDV in Q3 2025 and held it in 1 quarter. The position peaked at $29K in Q3 2025. 136 funds tracked by Wall St. Rank hold SMDV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 435 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q4 2025, an estimated $29K.
  • Wealthspire Advisors (New York) first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $29K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.