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Lion Street Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Lion Street Advisors’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
2021
Q3 		– Sell
-100
Closed -$7.13K – 173
2021
Q2 		$7.13K Buy
+100
New +$7.25K 0.26% 48

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Lion Street Advisors's REGL Position: Q3 2021 in Review

Lion Street Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2021, closing a stake of 100 shares — an estimated $7.13K sold.

Lion Street Advisors first reported a position in REGL in Q2 2021 and held it in 1 quarter. The position peaked at $7.13K in Q2 2021. 137 funds tracked by Wall St. Rank hold REGL as of Q3 2021.

  • Lion Street Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 100 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2021, an estimated $7.13K.
  • Lion Street Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $7.13K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.