Certified Advisory Corp’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-786	Closed	-$55K	–	610
2021 Q1	$55K	Buy	+786	New	+$52.3K	0.01%	337

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

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

Certified Advisory Corp's REGL Position: Q2 2021 in Review

Certified Advisory Corp sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2021, closing a stake of 786 shares — an estimated $55K sold.

Certified Advisory Corp first reported a position in REGL in Q1 2021 and held it in 1 quarter. The position peaked at $55K in Q1 2021. 144 funds tracked by Wall St. Rank hold REGL as of Q2 2021.

Certified Advisory Corp reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 786 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2021, an estimated $55K.
Certified Advisory Corp first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2021 and held it in 1 quarter.
Certified Advisory Corp's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $55K in Q1 2021.
144 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.