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

Founders Financial Securities’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
2021 Q3	–	Sell	-6,856	Closed	-$489K	–	290
2021 Q2	$489K	Sell	6,856 -10,011	-59%	-$726K	0.1%	178
2021 Q1	$1.18M	Buy	16,867 +10,850	+180%	+$722K	0.27%	73
2020 Q4	$378K	Buy	6,017 +170	+3%	+$10.1K	0.09%	149
2020 Q3	$310K	Buy	+5,847	New	+$318K	0.1%	123

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Founders Financial Securities's REGL Position: Q3 2021 in Review

Founders Financial Securities sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2021, closing a stake of 6,856 shares — an estimated $489K sold.

Founders Financial Securities first reported a position in REGL in Q3 2020 and held it in 4 quarters. The position peaked at $1.18M in Q1 2021. 137 funds tracked by Wall St. Rank hold REGL as of Q3 2021.

Founders Financial Securities reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2021 after selling out during the quarter.
Founders Financial Securities sold 6,856 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2021, an estimated $489K.
Founders Financial Securities first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2020 and held it in 4 quarters.
Founders Financial Securities's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.18M in Q1 2021.
137 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.