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

Carroll Financial Associates’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
2021
Q3 		– Sell
-42
Closed -$2K – 1910
2021
Q2 		$2K Buy
+42
New +$3.05K ﹤0.01% 1580

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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Carroll Financial Associates's REGL Position: Q3 2021 in Review

Carroll Financial Associates sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2021, closing a stake of 42 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in REGL in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 137 funds tracked by Wall St. Rank hold REGL as of Q3 2021.

  • Carroll Financial Associates reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 42 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $2K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.