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ACG Wealth’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

ACG Wealth’s Portfolio REGL Stock Details REGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,950
Closed -$543K – 338
2017
Q4 		$543K Buy
+9,950
New +$534K 0.08% 190

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

ACG Wealth's REGL Position: Q1 2018 in Review

ACG Wealth sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2018, closing a stake of 9,950 shares — an estimated $543K sold.

ACG Wealth first reported a position in REGL in Q4 2017 and held it in 1 quarter. The position peaked at $543K in Q4 2017. 80 funds tracked by Wall St. Rank hold REGL as of Q1 2018.

  • ACG Wealth reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2018 after selling out during the quarter.
  • ACG Wealth sold 9,950 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2018, an estimated $543K.
  • ACG Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 1 quarter.
  • ACG Wealth's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $543K in Q4 2017.
  • 80 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2018.

Based on ACG Wealth's 13F filing for Q1 2018, filed 10 Apr 2018.