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

Salem Investment Counselors’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
2022
Q2 		– Sell
-4,000
Closed -$289K – 1111
2022
Q1 		$289K Buy
+4,000
New +$286K 0.01% 300

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Salem Investment Counselors's REGL Position: Q2 2022 in Review

Salem Investment Counselors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2022, closing a stake of 4,000 shares — an estimated $289K sold.

Salem Investment Counselors first reported a position in REGL in Q1 2022 and held it in 1 quarter. The position peaked at $289K in Q1 2022. 151 funds tracked by Wall St. Rank hold REGL as of Q2 2022.

  • Salem Investment Counselors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 4,000 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2022, an estimated $289K.
  • Salem Investment Counselors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2022 and held it in 1 quarter.
  • Salem Investment Counselors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $289K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2022.

Based on Salem Investment Counselors's 13F filing for Q2 2022, filed 17 Aug 2022.