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

Rockbridge 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
2021
Q2 		– Sell
-10
Closed -$1K – 753
2021
Q1 		$1K Buy
+10
New +$665 ﹤0.01% 692

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Rockbridge Investment Management's REGL Position: Q2 2021 in Review

Rockbridge Investment Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in REGL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 144 funds tracked by Wall St. Rank hold REGL as of Q2 2021.

  • Rockbridge Investment Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 10 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2021, an estimated $1K.
  • Rockbridge Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.