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

Financial Gravity Companies’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
2018 Q4	$38K	Buy	+686	New	+$37.4K	0.03%	401
2018 Q1	$31K	Buy	596 +90	+18%	+$4.83K	0.03%	457
2017 Q4	$28K	Buy	+506	New	+$27.1K	0.03%	437

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Financial Gravity Companies's REGL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2018: 686 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #401 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in REGL as recently as Q1 2018.

Financial Gravity Companies first reported a position in REGL in Q4 2017 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold REGL as of Q4 2018.

Financial Gravity Companies held 686 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $38K as of Q4 2018.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Financial Gravity Companies position in Q4 2018.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #401 holding.
Financial Gravity Companies first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.