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AFG Fiduciary Services’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

AFG Fiduciary Services’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
2022
Q1 		– Sell
-4,301
Closed -$317K – 95
2021
Q4 		$317K Buy
+4,301
New +$309K 0.22% 60

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFG Fiduciary Services's REGL Position: Q1 2022 in Review

AFG Fiduciary Services sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2022, closing a stake of 4,301 shares — an estimated $317K sold.

AFG Fiduciary Services first reported a position in REGL in Q4 2021 and held it in 1 quarter. The position peaked at $317K in Q4 2021. 146 funds tracked by Wall St. Rank hold REGL as of Q1 2022.

  • AFG Fiduciary Services reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2022 after selling out during the quarter.
  • AFG Fiduciary Services sold 4,301 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2022, an estimated $317K.
  • AFG Fiduciary Services first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and held it in 1 quarter.
  • AFG Fiduciary Services's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $317K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2022.

Based on AFG Fiduciary Services's 13F filing for Q1 2022, filed 16 May 2022.