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

HCR 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
2021 Q1	–	Sell	-50	Closed	-$3K	–	250
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	255
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	233
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	239
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	233
2019 Q4	$3K	Buy	+50	New	+$2.95K	﹤0.01%	225

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

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

HCR Wealth Advisors's REGL Position: Q1 2021 in Review

HCR Wealth Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

HCR Wealth Advisors first reported a position in REGL in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 135 funds tracked by Wall St. Rank hold REGL as of Q1 2021.

HCR Wealth Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 50 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2021, an estimated $3K.
HCR Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3K in Q4 2020.
135 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.