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Barber Financial Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Barber Financial Group’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
2023
Q1 		$712K Buy
10,070
+1,227
+14% +$89.3K 0.13% 62
2022
Q4 		$633K Buy
+8,843
New +$626K 0.18% 61

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Barber Financial Group's REGL Position: Q1 2023 in Review

Barber Financial Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 14% in Q1 2023, buying an estimated $89.3K and bringing the position to 10,070 shares worth $712K. The position accounts for 0.13% of the portfolio, ranked #62.

Barber Financial Group first reported a position in REGL in Q4 2022 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold REGL as of Q1 2023.

  • Barber Financial Group held 10,070 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $712K as of Q1 2023.
  • Barber Financial Group bought 1,227 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2023, an estimated $89.3K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.13% of Barber Financial Group's portfolio in Q1 2023, its #62 holding.
  • Barber Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.