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

Provident Wealth 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
2020
Q4 		– Sell
-153
Closed -$8K – 218
2020
Q3 		$8K Buy
+153
New +$8.31K 0.01% 162

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provident Wealth Management's REGL Position: Q4 2020 in Review

Provident Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2020, closing a stake of 153 shares — an estimated $8K sold.

Provident Wealth Management first reported a position in REGL in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 121 funds tracked by Wall St. Rank hold REGL as of Q4 2020.

  • Provident Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 153 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2020, an estimated $8K.
  • Provident Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $8K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.