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

KerberRose 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
2022 Q2	$1.55M	Buy	+22,960	New	+$1.61M	1.26%	18

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RJFSA

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

KerberRose Wealth Management's REGL Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2022: 22,960 shares worth $1.55M. The stake represents 1.26% of the portfolio and ranks #18 among its holdings.

151 funds tracked by Wall St. Rank hold REGL as of Q2 2022.

KerberRose Wealth Management held 22,960 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.55M as of Q2 2022.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new KerberRose Wealth Management position in Q2 2022.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 1.26% of KerberRose Wealth Management's portfolio in Q2 2022, its #18 holding.
151 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.