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

Bouchey 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
2024 Q2	–	Sell	-2,563	Closed	-$201K	–	154
2024 Q1	$201K	Buy	+2,563	New	+$189K	0.02%	146
2023 Q4	–	Sell	-432,677	Closed	-$28.9M	–	139
2023 Q3	$28.9M	Buy	432,677 +46,817	+12%	+$3.28M	3.54%	10
2023 Q2	$27.1M	Buy	385,860 +22,655	+6%	+$1.57M	3.28%	11
2023 Q1	$25.7M	Buy	363,205 +7,958	+2%	+$579K	3.39%	12
2022 Q4	$25.4M	Buy	+355,247	New	+$25.1M	3.66%	12

Other funds holding REGL

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bouchey Financial Group's REGL Position: Q2 2024 in Review

Bouchey Financial Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2024, closing a stake of 2,563 shares — an estimated $201K sold.

Bouchey Financial Group first reported a position in REGL in Q4 2022 and held it in 5 quarters. The position peaked at $28.9M in Q3 2023. 206 funds tracked by Wall St. Rank hold REGL as of Q2 2024.

Bouchey Financial Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
Bouchey Financial Group sold 2,563 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2024, an estimated $201K.
Bouchey Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and held it in 5 quarters.
Bouchey Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $28.9M in Q3 2023.
206 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2024.

Based on Bouchey Financial Group's 13F filing for Q2 2024, filed 12 Jul 2024.