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JMG Financial Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

JMG Financial Group’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
2022
Q3 		– Sell
-3,070
Closed -$207K – 95
2022
Q2 		$207K Buy
+3,070
New +$215K 0.01% 92

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JMG Financial Group's REGL Position: Q3 2022 in Review

JMG Financial Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2022, closing a stake of 3,070 shares — an estimated $207K sold.

JMG Financial Group first reported a position in REGL in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 154 funds tracked by Wall St. Rank hold REGL as of Q3 2022.

  • JMG Financial Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2022 after selling out during the quarter.
  • JMG Financial Group sold 3,070 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2022, an estimated $207K.
  • JMG Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2022 and held it in 1 quarter.
  • JMG Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $207K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2022.

Based on JMG Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.