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

Newbridge Financial Services 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
2023
Q1 		– Sell
-402
Closed -$28.8K – 1462
2022
Q4 		$28.8K Hold
402
– – 0.02% 605
2022
Q3 		$26K Buy
+402
New +$28.2K 0.02% 625

Other funds holding REGL

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Newbridge Financial Services Group's REGL Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2023, closing a stake of 402 shares — an estimated $28.8K sold.

Newbridge Financial Services Group first reported a position in REGL in Q3 2022 and held it in 2 quarters. The position peaked at $28.8K in Q4 2022. 203 funds tracked by Wall St. Rank hold REGL as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 402 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2023, an estimated $28.8K.
  • Newbridge Financial Services Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2022 and held it in 2 quarters.
  • Newbridge Financial Services Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $28.8K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.