SEC 13F Intelligence

Capital Investment Advisors, LLC / SMDV

Capital Investment Advisors, LLC’s Proshares Tr Position

Does Capital Investment Advisors, LLC own Proshares Tr (SMDV)? Yes399.6K shares worth $27M (+0.40% of its 13F portfolio) as of Q1 2026, down from 404.3K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
399.6K
% of Portfolio
+0.40%
Quarters Held
28
currently held

Position History SMDV

Reported value by quarter
Q2 ’19: $28MQ2 ’19Q3 ’19: $30MQ4 ’19: $33MQ1 ’20: $24MQ2 ’20: $26MQ2 ’20Q3 ’20: $27MQ4 ’20: $37MQ1 ’21: $50MQ2 ’21: $54MQ2 ’21Q3 ’21: $60MQ4 ’21: $72MQ1 ’22: $76MQ2 ’22: $74MQ2 ’22Q3 ’22: $75MQ4 ’22: $90MQ1 ’23: $98MQ2 ’23: $101MQ2 ’23Q3 ’23: $103MQ4 ’23: $122MQ1 ’24: $126MQ2 ’24: $27MQ2 ’24Q3 ’24: $30MQ4 ’24: $29MQ1 ’25: $27MQ2 ’25: $28MQ2 ’25Q3 ’25: $28MQ4 ’25: $27MQ1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026399.6K$27M+0.40%
Q4 2025404.3K$27M+0.41%
Q3 2025413.1K$28M+0.45%
Q2 2025420.0K$28M+0.49%
Q1 2025418.2K$27M+0.54%
Q4 2024431.4K$29M+0.59%
Q3 2024438.1K$30M+0.62%
Q2 2024441.9K$27M+0.62%
Q1 20241.97M$126M+2.94%
Q4 20231.87M$122M+3.06%
Q3 20231.83M$103M+2.86%
Q2 20231.71M$101M+3.08%
Q1 20231.60M$98M+2.88%
Q4 20221.47M$90M+2.73%
Q3 20221.35M$75M+2.56%
Q2 20221.27M$74M+2.47%
Q1 20221.18M$76M+2.33%
Q4 20211.07M$72M+2.19%
Q3 2021980.9K$60M+2.03%
Q2 2021854.7K$54M+1.87%
Q1 2021760.1K$50M+1.87%
Q4 2020650.7K$37M+1.56%
Q3 2020575.9K$27M+1.30%
Q2 2020526.9K$26M+1.32%
Q1 2020513.8K$24M+1.52%
Q4 2019533.2K$33M+1.59%
Q3 2019509.7K$30M+1.59%
Q2 2019468.1K$28M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of SMDV.