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

Fortitude Advisory 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 Q2	–	Sell	-401	Closed	-$29K	–	1023
2022 Q1	$29K	Hold	401	–	–	0.02%	707
2021 Q4	$30K	Buy	+401	New	+$28.8K	0.02%	710

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

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

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

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

CCM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJFSA

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

Fortitude Advisory Group's REGL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2022, closing a stake of 401 shares — an estimated $29K sold.

Fortitude Advisory Group first reported a position in REGL in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 151 funds tracked by Wall St. Rank hold REGL as of Q2 2022.

Fortitude Advisory Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 401 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2022, an estimated $29K.
Fortitude Advisory Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $30K in Q4 2021.
151 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.