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

Golden State 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
2020 Q2	–	Sell	-870	Closed	-$39K	–	730
2020 Q1	$39K	Buy	+870	New	+$48.1K	0.02%	400
2019 Q4	–	Sell	-860	Closed	-$50K	–	723
2019 Q3	$50K	Buy	860 +5	+0.6%	+$290	0.02%	427
2019 Q2	$49K	Hold	855	–	–	0.02%	463
2019 Q1	$48K	Buy	+855	New	+$47.4K	0.02%	454

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Golden State Wealth Management's REGL Position: Q2 2020 in Review

Golden State Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2020, closing a stake of 870 shares — an estimated $39K sold.

Golden State Wealth Management first reported a position in REGL in Q1 2019 and held it in 4 quarters. The position peaked at $50K in Q3 2019. 101 funds tracked by Wall St. Rank hold REGL as of Q2 2020.

Golden State Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 870 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2020, an estimated $39K.
Golden State Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $50K in Q3 2019.
101 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.