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

Plotkin Financial 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
2024 Q3	–	Sell	-3,167	Closed	-$233K	–	92
2024 Q2	$233K	Hold	3,167	–	–	0.15%	78
2024 Q1	$249K	Hold	3,167	–	–	0.16%	76
2023 Q4	$233K	Hold	3,167	–	–	0.18%	72
2023 Q3	$211K	Hold	3,167	–	–	0.19%	69
2023 Q2	$223K	Hold	3,167	–	–	0.19%	68
2023 Q1	$224K	Hold	3,167	–	–	0.21%	63
2022 Q4	$227K	Hold	3,167	–	–	0.23%	61
2022 Q3	$204K	Hold	3,167	–	–	0.21%	61
2022 Q2	$214K	Hold	3,167	–	–	0.2%	63
2022 Q1	$229K	Hold	3,167	–	–	0.16%	70
2021 Q4	$234K	Hold	3,167	–	–	0.15%	76
2021 Q3	$215K	Hold	3,167	–	–	0.13%	86
2021 Q2	$226K	Sell	3,167 -137	-4%	-$9.94K	0.13%	88
2021 Q1	$230K	Hold	3,304	–	–	0.14%	66
2020 Q4	$208K	Buy	+3,304	New	+$196K	0.14%	64
2020 Q3	–	Sell	-5,633	Closed	-$296K	–	69
2020 Q2	$296K	Sell	5,633 -901	-14%	-$45K	0.25%	47
2020 Q1	$294K	Hold	6,534	–	–	0.36%	41
2019 Q4	$393K	Buy	+6,534	New	+$385K	0.37%	40

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

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Plotkin Financial Advisors's REGL Position: Q3 2024 in Review

Plotkin Financial Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2024, closing a stake of 3,167 shares — an estimated $233K sold.

Plotkin Financial Advisors first reported a position in REGL in Q4 2019 and held it in 18 quarters. The position peaked at $393K in Q4 2019. 205 funds tracked by Wall St. Rank hold REGL as of Q3 2024.

Plotkin Financial Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Plotkin Financial Advisors sold 3,167 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2024, an estimated $233K.
Plotkin Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 18 quarters.
Plotkin Financial Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $393K in Q4 2019.
205 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2024.

Based on Plotkin Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.