Cardan Capital Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Cardan Capital Partners’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
2019 Q1	–	Sell	-76,127	Closed	-$3.94M	–	181
2018 Q4	$3.94M	Buy	76,127 +3,481	+5%	+$190K	0.69%	43
2018 Q3	$4.13M	Buy	+72,646	New	+$4.11M	0.65%	43
2017 Q2	–	Sell	-69,207	Closed	-$3.58M	–	130
2017 Q1	$3.58M	Sell	69,207 -21,621	-24%	-$1.11M	0.75%	42
2016 Q4	$4.57M	Buy	90,828 +2,276	+3%	+$108K	1.02%	31
2016 Q3	$4.12M	Buy	88,552 +2,503	+3%	+$117K	0.92%	39
2016 Q2	$3.98M	Buy	86,049 +3,575	+4%	+$158K	0.98%	32
2016 Q1	$3.58M	Buy	82,474 +36,376	+79%	+$1.43M	0.89%	39
2015 Q4	$1.81M	Buy	+46,098	New	+$1.83M	0.77%	45

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cardan Capital Partners's REGL Position: Q1 2019 in Review

Cardan Capital Partners sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2019, closing a stake of 76,127 shares — an estimated $3.94M sold.

Cardan Capital Partners first reported a position in REGL in Q4 2015 and held it in 8 quarters. The position peaked at $4.57M in Q4 2016. 92 funds tracked by Wall St. Rank hold REGL as of Q1 2019.

Cardan Capital Partners reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2019 after selling out during the quarter.
Cardan Capital Partners sold 76,127 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2019, an estimated $3.94M.
Cardan Capital Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2015 and held it in 8 quarters.
Cardan Capital Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.57M in Q4 2016.
92 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.