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Cutter & Co Brokerage’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Cutter & Co Brokerage’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
2025
Q1 		– Sell
-2,576
Closed -$208K – 231
2024
Q4 		$208K Sell
2,576
-120
-4% -$10K 0.05% 180
2024
Q3 		$220K Buy
+2,696
New +$212K 0.05% 179
2024
Q2 		– Sell
-2,900
Closed -$228K – 213
2024
Q1 		$228K Buy
+2,900
New +$214K 0.06% 169
2019
Q4 		– Sell
-3,507
Closed -$204K – 289
2019
Q3 		$204K Sell
3,507
-1,498
-30% -$86.8K 0.07% 264
2019
Q2 		$292K Sell
5,005
-306
-6% -$17.7K 0.09% 220
2019
Q1 		$299K Sell
5,311
-95
-2% -$5.27K 0.08% 210
2018
Q4 		$280K Buy
5,406
+2
+0% +$109 0.11% 184
2018
Q3 		$308K Sell
5,404
-202
-4% -$11.4K 0.11% 187
2018
Q2 		$306K Buy
5,606
+1
+0% +$54 0.12% 172
2018
Q1 		$297K Buy
5,605
+305
+6% +$16.4K 0.12% 171
2017
Q4 		$289K Buy
+5,300
New +$284K 0.12% 168

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cutter & Co Brokerage's REGL Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 2,576 shares — an estimated $208K sold.

Cutter & Co Brokerage first reported a position in REGL in Q4 2017 and held it in 11 quarters. The position peaked at $308K in Q3 2018. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,576 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $208K.
  • Cutter & Co Brokerage first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 11 quarters.
  • Cutter & Co Brokerage's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $308K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.