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Proshares Tr S&p Tech Dividen shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Proshares Tr S&p Tech Dividen (TDV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Proshares Tr S&p Tech Dividen

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All positions including Proshares Tr S&p Tech Dividen held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 17k 86.50
2025-06-30 $1.4M 17k 83.20
2025-03-31 $1.1M 15k 72.85
2024-12-31 $1.0M 14k 75.45
2024-09-30 $1.1M 14k 77.07
2024-06-30 $1.0M 14k 74.60
2024-03-31 $1.0M 9.6k 104.10
2023-12-31 $872k 13k 69.58

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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