IAA
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Independent Advisor Alliance’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-29,294
Closed -$1.76M – 756
2019
Q4 		$1.76M Buy
+29,294
New +$1.73M 0.08% 261

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Independent Advisor Alliance's REGL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2020, closing a stake of 29,294 shares — an estimated $1.76M sold.

Independent Advisor Alliance first reported a position in REGL in Q4 2019 and held it in 1 quarter. The position peaked at $1.76M in Q4 2019. 106 funds tracked by Wall St. Rank hold REGL as of Q1 2020.

  • Independent Advisor Alliance reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,294 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2020, an estimated $1.76M.
  • Independent Advisor Alliance first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.76M in Q4 2019.
  • 106 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.