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

Buckingham Strategic 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
2023
Q2 		– Sell
-22,049
Closed -$1.58M – 716
2023
Q1 		$1.58M Hold
22,049
– – 0.03% 212
2022
Q4 		$1.58M Buy
+22,049
New +$1.56M 0.03% 213

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Buckingham Strategic Wealth's REGL Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2023, closing a stake of 22,049 shares — an estimated $1.58M sold.

Buckingham Strategic Wealth first reported a position in REGL in Q4 2022 and held it in 2 quarters. The position peaked at $1.58M in Q1 2023. 207 funds tracked by Wall St. Rank hold REGL as of Q2 2023.

  • Buckingham Strategic Wealth reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 22,049 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2023, an estimated $1.58M.
  • Buckingham Strategic Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and held it in 2 quarters.
  • Buckingham Strategic Wealth's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.58M in Q1 2023.
  • 207 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.