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

Ford Financial Group’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
2022 Q1	–	Sell	-2,505	Closed	-$184	–	412
2021 Q4	$184	Buy	+2,505	New	+$180K	0.04%	108
2021 Q3	–	Sell	-2,505	Closed	-$178K	–	440
2021 Q2	$178K	Buy	+2,505	New	+$182K	0.07%	108
2021 Q1	–	Sell	-3,524	Closed	-$221K	–	105
2020 Q4	$221K	Buy	+3,524	New	+$209K	0.1%	88
2020 Q3	–	Sell	-4,005	Closed	-$210K	–	94
2020 Q2	$210K	Buy	+4,005	New	+$200K	0.12%	85

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ford Financial Group's REGL Position: Q1 2022 in Review

Ford Financial Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2022, closing a stake of 2,505 shares — an estimated $184 sold.

Ford Financial Group first reported a position in REGL in Q2 2020 and held it in 4 quarters. The position peaked at $221K in Q4 2020. 146 funds tracked by Wall St. Rank hold REGL as of Q1 2022.

Ford Financial Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 2,505 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2022, an estimated $184.
Ford Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2020 and held it in 4 quarters.
Ford Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $221K in Q4 2020.
146 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.