Forefront Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Forefront Wealth 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
2023 Q3	$538K	Buy	8,068 +73	+0.9%	+$5.11K	0.76%	34
2023 Q2	$562K	Sell	7,995 -27	-0.3%	-$1.88K	0.74%	34
2023 Q1	$568K	Sell	8,022 -45	-0.6%	-$3.27K	0.74%	34
2022 Q4	$577K	Buy	8,067 +27	+0.3%	+$1.91K	0.78%	31
2022 Q3	$518K	Buy	+8,040	New	+$564K	0.72%	35

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $666B AUM 30.12% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Forefront Wealth Management's REGL Position: Q3 2023 in Review

Forefront Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.91% in Q3 2023, buying an estimated $5.11K and bringing the position to 8,068 shares worth $538K. The position accounts for 0.76% of the portfolio, ranked #34.

Forefront Wealth Management first reported a position in REGL in Q3 2022 and has held it in 5 quarters since. The position peaked at $577K in Q4 2022. 203 funds tracked by Wall St. Rank hold REGL as of Q3 2023.

Forefront Wealth Management held 8,068 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $538K as of Q3 2023.
Forefront Wealth Management bought 73 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2023, an estimated $5.11K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.76% of Forefront Wealth Management's portfolio in Q3 2023, its #34 holding.
Forefront Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2022 and has held it in 5 quarters since.
Forefront Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $577K 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 Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.