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

Macroview Investment 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 Q4	–	Sell	-69	Closed	-$5.63K	–	433
2024 Q3	$5.63K	Buy	69 +1	+1%	+$79	0.01%	353
2024 Q2	$5.03K	Hold	68	–	–	0.01%	374
2024 Q1	$5.37K	Hold	68	–	–	0.01%	393
2023 Q4	$5.01K	Hold	68	–	–	0.01%	404
2023 Q3	$4.51K	Buy	68 +1	+1%	+$70	0.01%	451
2023 Q2	$4.72K	Hold	67	–	–	0.01%	353
2023 Q1	$4.73K	Buy	67 +1	+2%	+$73	0.01%	323
2022 Q4	$4.72K	Hold	66	–	–	0.01%	326
2022 Q3	$4K	Hold	66	–	–	0.01%	308
2022 Q2	$4K	Buy	66 +1	+2%	+$70	0.01%	333
2022 Q1	$5K	Buy	65 +1	+2%	+$71	0.01%	313
2021 Q4	$5K	Hold	64	–	–	0.01%	282
2021 Q3	$4K	Hold	64	–	–	0.01%	292
2021 Q2	$5K	Hold	64	–	–	0.01%	238
2021 Q1	$4K	Buy	64 +1	+2%	+$67	0.01%	266
2020 Q4	$4K	Buy	63 +1	+2%	+$59	0.01%	237
2020 Q3	$3K	Hold	62	–	–	0.01%	235
2020 Q2	$3K	Buy	62 +1	+2%	+$50	0.01%	220
2020 Q1	$3K	Hold	61	–	–	0.01%	188
2019 Q4	$4K	Hold	61	–	–	0.01%	204
2019 Q3	$4K	Buy	61 +1	+2%	+$58	0.01%	200
2019 Q2	$4K	Hold	60	–	–	0.01%	207
2019 Q1	$3K	Hold	60	–	–	0.01%	266
2018 Q4	$3K	Hold	60	–	–	0.01%	222
2018 Q3	$3K	Hold	60	–	–	0.01%	250
2018 Q2	$3K	Buy	60 +1	+2%	+$54	0.01%	209
2018 Q1	$3K	Hold	59	–	–	0.01%	168
2017 Q4	$3K	Buy	+59	New	+$3.17K	0.01%	108

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Macroview Investment Management's REGL Position: Q4 2024 in Review

Macroview Investment Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2024, closing a stake of 69 shares — an estimated $5.63K sold.

Macroview Investment Management first reported a position in REGL in Q4 2017 and held it in 28 quarters. The position peaked at $5.63K in Q3 2024. 209 funds tracked by Wall St. Rank hold REGL as of Q4 2024.

Macroview Investment Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 69 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2024, an estimated $5.63K.
Macroview Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 28 quarters.
Macroview Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $5.63K in Q3 2024.
209 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.