NATIONS FINANCIAL GROUP INC, /IA/ /ADV EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  17 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF (EMDV) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows EMDV at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMDV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held EMDV — position size vs. price
% of Fund (quarterly)    EMDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,328 +582 +3.1% 0.05% $885K 2026-04-15 $47.61
2025 Q4 REDUCED 18,746 -926 -4.7% 0.05% $875K 2026-01-26 $46.47
2025 Q3 REDUCED 19,672 -178 -0.9% 0.06% $889K 2025-10-28 $45.84
2025 Q2 REDUCED 19,850 -367 -1.8% 0.06% $907K 2025-08-11 $45.03
2025 Q1 ADDED 20,217 +3,164 +18.6% 0.07% $875K 2025-05-13 $43.66
2024 Q4 ADDED 17,053 +980 +6.1% 0.05% $730K 2025-01-30 $41.80
2024 Q3 ADDED 16,073 +584 +3.8% 0.06% $761K 2024-11-04 $43.44
2024 Q2 REDUCED 15,489 -272 -1.7% 0.05% $670K 2024-07-29 $41.24
2024 Q1 ADDED 15,761 +4,844 +44.4% 0.06% $688K 2024-04-23 $40.82
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMDV

As of 2026 Q2 — sorted by position size

Aspect Partners, LLC 0.04% CoreCap Advisors, LLC 3Y 0.0%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and EMDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning EMDV?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported EMDV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EMDV position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for EMDV was 0.07% in 2025 Q1.

What is the latest reported EMDV position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 19,328 shares, equal to 0.05% of portfolio, with an estimated market value of $885K.

What does the chart on this EMDV ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly EMDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their EMDV position?

Based on 13F filing dates vs. subsequent EMDV price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on EMDV relative to SPY over the holding period was -71.3%.

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