Hoey Investments’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Hoey Investments’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
2025 Q1	–	Sell	-183	Closed	-$14.8K	–	393
2024 Q4	$14.8K	Hold	183	–	–	﹤0.01%	190
2024 Q3	$13.5K	Hold	183	–	–	﹤0.01%	188
2024 Q2	$13.5K	Buy	+183	New	+$13.8K	﹤0.01%	188
2023 Q4	–	Sell	-138	Closed	-$9.21K	–	372
2023 Q3	$9.21K	Hold	138	–	–	﹤0.01%	217
2023 Q2	$9.7K	Hold	138	–	–	﹤0.01%	211
2023 Q1	$9.76K	Hold	138	–	–	﹤0.01%	218
2022 Q4	$9.87K	Hold	138	–	–	﹤0.01%	213
2022 Q3	$9K	Hold	138	–	–	﹤0.01%	237
2022 Q2	$9K	Hold	138	–	–	﹤0.01%	191
2022 Q1	$10K	Hold	138	–	–	﹤0.01%	170
2021 Q4	$10K	Hold	138	–	–	﹤0.01%	175
2021 Q3	$9K	Hold	138	–	–	﹤0.01%	176
2021 Q2	$10K	Hold	138	–	–	﹤0.01%	173
2021 Q1	$10K	Hold	138	–	–	﹤0.01%	173
2020 Q4	$9K	Buy	+138	New	+$8.17K	﹤0.01%	148

Other funds holding REGL

CCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Hoey Investments's REGL Position: Q1 2025 in Review

Hoey Investments sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 183 shares — an estimated $14.8K sold.

Hoey Investments first reported a position in REGL in Q4 2020 and held it in 15 quarters. The position peaked at $14.8K in Q4 2024. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

Hoey Investments reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 183 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $14.8K.
Hoey Investments first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2020 and held it in 15 quarters.
Hoey Investments's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $14.8K in Q4 2024.
215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.