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

Imprint Wealth’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 Q1	$296K	Buy	+3,799	New	+$281K	0.07%	228

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

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

Imprint Wealth's REGL Position: Q1 2024 in Review

Imprint Wealth opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2024: 3,799 shares worth $296K. The stake represents 0.07% of the portfolio and ranks #228 among its holdings.

216 funds tracked by Wall St. Rank hold REGL as of Q1 2024.

Imprint Wealth held 3,799 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $296K as of Q1 2024.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Imprint Wealth position in Q1 2024.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #228 holding.
216 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.