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Personal CFO Solutions’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Personal CFO Solutions’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
-4,024
Closed -$329K – 581
2024
Q3 		$329K Buy
4,024
+42
+1% +$3.3K 0.05% 385
2024
Q2 		$293K Sell
3,982
-1,799
-31% -$136K 0.05% 390
2024
Q1 		$454K Buy
5,781
+4
+0.1% +$296 0.07% 278
2023
Q4 		$425K Buy
5,777
+8
+0.1% +$548 0.07% 275
2023
Q3 		$385K Buy
5,769
+6
+0.1% +$420 0.08% 264
2023
Q2 		$405K Buy
5,763
+4
+0.1% +$278 0.08% 252
2023
Q1 		$407K Buy
5,759
+806
+16% +$58.6K 0.08% 237
2022
Q4 		$354K Sell
4,953
-493
-9% -$34.9K 0.08% 261
2022
Q3 		$351K Sell
5,446
-1,795
-25% -$126K 0.09% 222
2022
Q2 		$488K Sell
7,241
-1,495
-17% -$105K 0.11% 160
2022
Q1 		$631K Sell
8,736
-795
-8% -$56.8K 0.12% 155
2021
Q4 		$703K Sell
9,531
-293
-3% -$21K 0.13% 149
2021
Q3 		$666K Buy
9,824
+206
+2% +$14.6K 0.14% 146
2021
Q2 		$686K Sell
9,618
-1,894
-16% -$137K 0.14% 141
2021
Q1 		$802K Buy
11,512
+5
+0% +$333 0.17% 112
2020
Q4 		$724K Buy
11,507
+7
+0.1% +$415 0.18% 111
2020
Q3 		$1K Hold
11,500
– – 0.33% 111
2020
Q2 		$605K Sell
11,500
-4,500
-28% -$225K 0.18% 112
2020
Q1 		$720K Sell
16,000
-847
-5% -$46.8K 0.26% 86
2019
Q4 		$1.01M Buy
16,847
+7,337
+77% +$433K 0.29% 70
2019
Q3 		$552K Buy
+9,510
New +$551K 0.22% 111

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's REGL Position: Q4 2024 in Review

Personal CFO Solutions sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2024, closing a stake of 4,024 shares — an estimated $329K sold.

Personal CFO Solutions first reported a position in REGL in Q3 2019 and held it in 21 quarters. The position peaked at $1.01M in Q4 2019. 209 funds tracked by Wall St. Rank hold REGL as of Q4 2024.

  • Personal CFO Solutions reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,024 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2024, an estimated $329K.
  • Personal CFO Solutions first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.01M in Q4 2019.
  • 209 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.