Financial Partners Group (Kansas)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Financial Partners Group (Kansas)’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
2023 Q3	–	Sell	-32,254	Closed	-$2.31M	–	173
2023 Q2	$2.31M	Sell	32,254 -14,036	-30%	-$975K	0.47%	37
2023 Q1	$3.28M	Buy	46,290 +1,912	+4%	+$139K	0.73%	34
2022 Q4	$3.35M	Buy	+44,378	New	+$3.14M	0.74%	33

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Financial Partners Group (Kansas)'s REGL Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2023, closing a stake of 32,254 shares — an estimated $2.31M sold.

Financial Partners Group (Kansas) first reported a position in REGL in Q4 2022 and held it in 3 quarters. The position peaked at $3.35M in Q4 2022. 203 funds tracked by Wall St. Rank hold REGL as of Q3 2023.

Financial Partners Group (Kansas) reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 32,254 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2023, an estimated $2.31M.
Financial Partners Group (Kansas) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and held it in 3 quarters.
Financial Partners Group (Kansas)'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.35M in Q4 2022.
203 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.