Householder Group Estate & Retirement Specialist’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-189	Closed	-$15K	–	1044
2024 Q3	$15K	Buy	189 +1	+0.5%	+$79	﹤0.01%	750
2024 Q2	$13K	Hold	188	–	–	﹤0.01%	769
2024 Q1	$14.8K	Buy	188 +1	+0.5%	+$74	﹤0.01%	729
2023 Q4	$13K	Buy	187 +2	+1%	+$137	﹤0.01%	709
2023 Q3	$12.4K	Buy	+185	New	+$13K	﹤0.01%	741
2023 Q1	$13K	Buy	+184	New	+$13.4K	0.01%	738
2022 Q4	–	Sell	-181	Closed	-$11K	–	932
2022 Q3	$11K	Buy	+181	New	+$12.7K	﹤0.01%	713

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's REGL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2024, closing a stake of 189 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in REGL in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q3 2024. 209 funds tracked by Wall St. Rank hold REGL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 189 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2024, an estimated $15K.
Householder Group Estate & Retirement Specialist first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $15K in Q3 2024.
209 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.