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Proshares Tr russ 2000 divd shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr russ 2000 divd (SMDV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Proshares Tr russ 2000 divd

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr russ 2000 divd held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr russ 2000 divd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $195k 2.9k 66.64
2025-06-30 $150k 2.3k 65.07
2025-03-31 $154k 2.4k 65.60
2024-12-31 $159k 2.4k 67.68

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Proshares Tr russ 2000 divd

Morgan Stanley
Capital Investment Advisors
UBS Group
Wells Fargo & Company
Raymond James Financial
LPL Financial
Royal Bank of Canada
Toth Financial Advisory Corporation
Arlington Trust
Baird Financial
Wiley Bros.-aintree Capital
Branch Banking & Trust Company
Cetera Investment Advisers
Commonwealth Equity Services
ForthRight Wealth Management

View all funds holding Proshares Tr russ 2000 divd