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

Iron Horse Wealth Management’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	–	Sell	-149	Closed	-$11K	–	506
2023 Q4	$11K	Hold	149	–	–	﹤0.01%	179
2023 Q3	$9.94K	Buy	+149	New	+$10.4K	﹤0.01%	184

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

Iron Horse Wealth Management's REGL Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2024, closing a stake of 149 shares — an estimated $11K sold.

Iron Horse Wealth Management first reported a position in REGL in Q3 2023 and held it in 2 quarters. The position peaked at $11K in Q4 2023. 216 funds tracked by Wall St. Rank hold REGL as of Q1 2024.

Iron Horse Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 149 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2024, an estimated $11K.
Iron Horse Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2023 and held it in 2 quarters.
Iron Horse Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $11K in Q4 2023.
216 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.