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Cornerstone Planning Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Cornerstone Planning Group’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
2022
Q4 		$1.95K Buy
+27
New +$1.91K ﹤0.01% 1191

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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Planning Group's REGL Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2022: 27 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

195 funds tracked by Wall St. Rank hold REGL as of Q4 2022.

  • Cornerstone Planning Group held 27 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.95K as of Q4 2022.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Cornerstone Planning Group position in Q4 2022.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1191 holding.
  • 195 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.