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

Guidant Wealth Advisors’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
2019 Q3	$180K	Hold	3,100	–	–	0.07%	111
2019 Q2	$181K	Hold	3,100	–	–	0.07%	111
2019 Q1	$175K	Buy	+3,100	New	+$172K	0.07%	111

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

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

RJA

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Guidant Wealth Advisors's REGL Position: Q3 2019 in Review

Guidant Wealth Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q3 2019 at 3,100 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #111.

Guidant Wealth Advisors first reported a position in REGL in Q1 2019 and has held it in 3 quarters since. The position peaked at $181K in Q2 2019. 103 funds tracked by Wall St. Rank hold REGL as of Q3 2019.

Guidant Wealth Advisors held 3,100 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $180K as of Q3 2019.
Guidant Wealth Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q3 2019.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #111 holding.
Guidant Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2019 and has held it in 3 quarters since.
Guidant Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $181K in Q2 2019.
103 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.