EP Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
1,563
-471
| -23% | -$38.4K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $164K | Buy |
2,034
+325
| +19% | +$26.2K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $138K | Sell |
1,709
-246
| -13% | -$19.8K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $160K | Sell |
1,955
-116
| -6% | -$9.49K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $152K | Sell |
2,071
-72
| -3% | -$5.3K | ﹤0.01% | 786 |
|
|
2024
Q1 | $168K | Buy |
+2,143
| New | +$168K | ﹤0.01% | 757 |
|