Question 1

How many shares of SMDV does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 115,635 shares of SMDV (PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF).

Question 2

What is &PARTNERS's SMDV position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's SMDV position is worth $8.9M.

Question 3

Is &PARTNERS buying or selling SMDV?

Accepted Answer

In 2026-Q2, &PARTNERS increased their SMDV position (+2.2% change in shares).

Question 4

When did &PARTNERS first buy SMDV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in SMDV in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	115,635	+2.2%	$8.9M	0.0%	$77.03	28
2026-Q1	Decreased	113,189	-2.2%	$7.8M	0.0%	$71.86	0
2025-Q4	Decreased	115,751	-3.3%	$7.6M	0.0%	$66.62	0
2025-Q3	Decreased	119,743	-23.3%	$8M	0.1%	$65.79	0
2025-Q2	Increased	156,160	+28.4%	$10.2M	0.1%	$64.39	35
2025-Q1	Increased	121,613	+8.8%	$8M	0.1%	$64.20	30
2024-Q4	Increased	111,743	+32.3%	$7.5M	0.1%	$65.84	35
2024-Q3	New	84,474	-	$5.9M	0.1%	$66.51	45

SMDV8 quarters

SMDV
8 quarters