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Proshares Tr S&p Tech Dividen shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Proshares Tr S&p Tech Dividen (TDV) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Proshares Tr S&p Tech Dividen

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr S&p Tech Dividen held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr S&p Tech Dividen by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 5.9k 86.50
2025-06-30 $500k 6.0k 83.20
2025-03-31 $431k 5.9k 72.85

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for 4wealth Advisors

Top funds holding Proshares Tr S&p Tech Dividen

Morgan Stanley
CLS Investments
Wells Fargo & Company
Commonwealth Equity Services
WealthPlan Investment Management
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Cambridge Investment Research Advisors
Mirae Asset Global Investments
Mendel Capital Management
Toth Financial Advisory Corporation
Feltz Wealth PLAN
Raymond James Financial
Cetera Investment Advisers

View all funds holding Proshares Tr S&p Tech Dividen