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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.36M Sell
53,525
-1,449
-3% -$118K 0.52% 39
2025
Q1
$4.43M Buy
54,974
+7,971
+17% +$643K 0.56% 35
2024
Q4
$3.79M Buy
47,003
+2,488
+6% +$201K 0.49% 42
2024
Q3
$3.65M Buy
44,515
+5,065
+13% +$415K 0.46% 43
2024
Q2
$2.9M Buy
39,450
+13,680
+53% +$1.01M 0.38% 49
2024
Q1
$1.93M Buy
+25,770
New +$1.93M 0.28% 60