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Wealthstreet Investment Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Wealthstreet Investment Advisors’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
-4,950
Closed -$324K – 282
2021
Q1 		$324K Buy
4,950
+950
+24% +$59.1K 0.03% 306
2020
Q4 		$230K Buy
+4,000
New +$215K 0.02% 327

Other funds holding SMDV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $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

Wealthstreet Investment Advisors's SMDV Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2021, closing a stake of 4,950 shares — an estimated $324K sold.

Wealthstreet Investment Advisors first reported a position in SMDV in Q4 2020 and held it in 2 quarters. The position peaked at $324K in Q1 2021. 116 funds tracked by Wall St. Rank hold SMDV as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,950 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2021, an estimated $324K.
  • Wealthstreet Investment Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $324K in Q1 2021.
  • 116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.