Financial Gravity Asset Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$60K	Buy	13 +10	+333%	+$590	0.04%	548
2019 Q3	$0	Buy	3 +1	+50%	+$58	﹤0.01%	1482
2019 Q2	$0	Sell	2 -4	-67%	-$231	﹤0.01%	1581
2019 Q1	$0	Buy	+6	New	+$333	﹤0.01%	1502
2018 Q3	$36K	Buy	674 +44	+7%	+$2.49K	0.04%	399
2018 Q2	$36K	Buy	630 +34	+6%	+$1.83K	0.03%	397
2018 Q1	$31K	Buy	+596	New	+$32K	0.03%	457

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $6.33B AUM 25.27% 1-Year Est. Return

Financial Gravity Asset Management's REGL Position: Q4 2019 in Review

Financial Gravity Asset Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 333% in Q4 2019, buying an estimated $590 and bringing the position to 13 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #548.

Financial Gravity Asset Management first reported a position in REGL in Q1 2018 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold REGL as of Q4 2019.

Financial Gravity Asset Management held 13 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $60K as of Q4 2019.
Financial Gravity Asset Management bought 10 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2019, an estimated $590.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #548 holding.
Financial Gravity Asset Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2018 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.