World Investment Advisors’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

World Investment Advisors’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Buy	20,340 +915	+5%	+$80.8K	0.03%	534
2025 Q4	$1.68M	Buy	19,425 +2,385	+14%	+$208K	0.03%	522
2025 Q3	$1.47M	Buy	17,040 +505	+3%	+$42.7K	0.03%	469
2025 Q2	$1.38M	Buy	16,535 +1,805	+12%	+$136K	0.03%	448
2025 Q1	$1.07M	Buy	14,730 +860	+6%	+$66K	0.03%	486
2024 Q4	$1.05M	Sell	13,870 -200	-1%	-$15.4K	0.03%	464
2024 Q3	$1.08M	Buy	14,070 +130	+0.9%	+$9.75K	0.03%	411
2024 Q2	$1.04M	Buy	13,940 +4,300	+45%	+$309K	0.06%	265
2024 Q1	$1M	Sell	9,640 -2,890	-23%	-$202K	0.14%	136
2023 Q4	$872K	Buy	+12,530	New	+$806K	0.11%	157

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

World Investment Advisors's TDV Position: Q1 2026 in Review

World Investment Advisors increased its ProShares S&P Technology Dividend Aristocrats ETF (TDV) stake by 4.7% in Q1 2026, buying an estimated $80.8K and bringing the position to 20,340 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #534.

World Investment Advisors first reported a position in TDV in Q4 2023 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold TDV as of Q1 2026.

World Investment Advisors held 20,340 shares of ProShares S&P Technology Dividend Aristocrats ETF worth $1.72M as of Q1 2026.
World Investment Advisors bought 915 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2026, an estimated $80.8K.
ProShares S&P Technology Dividend Aristocrats ETF made up 0.03% of World Investment Advisors's portfolio in Q1 2026, its #534 holding.
World Investment Advisors first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2023 and has held it in 10 quarters since.
79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.