Crewe Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Crewe Advisors’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
2020 Q1	–	Sell	-40	Closed	-$2K	–	233
2019 Q4	$2K	Sell	40 -35	-47%	-$2.06K	﹤0.01%	241
2019 Q3	$4K	Hold	75	–	–	﹤0.01%	197
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	249
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	203
2018 Q4	$4K	Hold	75	–	–	﹤0.01%	204
2018 Q3	$4K	Sell	75 -282	-79%	-$16K	﹤0.01%	217
2018 Q2	$19K	Hold	357	–	–	0.02%	181
2018 Q1	$19K	Hold	357	–	–	0.02%	189
2017 Q4	$19K	Buy	+357	New	+$19.2K	0.02%	194

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Crewe Advisors's REGL Position: Q1 2020 in Review

Crewe Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Crewe Advisors first reported a position in REGL in Q4 2017 and held it in 9 quarters. The position peaked at $19K in Q2 2018. 106 funds tracked by Wall St. Rank hold REGL as of Q1 2020.

Crewe Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2020 after selling out during the quarter.
Crewe Advisors sold 40 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2020, an estimated $2K.
Crewe Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 9 quarters.
Crewe Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $19K in Q2 2018.
106 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.