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

Semmax 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	-97	Closed	-$7.53K	–	404
2024 Q2	$7.53K	Buy	97 +1	+1%	+$76	﹤0.01%	254
2024 Q1	$7.46K	Hold	96	–	–	﹤0.01%	226
2023 Q4	$6.89K	Buy	+96	New	+$6.57K	﹤0.01%	242

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

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

Semmax Financial Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2024, closing a stake of 97 shares — an estimated $7.53K sold.

Semmax Financial Advisors first reported a position in REGL in Q4 2023 and held it in 3 quarters. The position peaked at $7.53K in Q2 2024. 205 funds tracked by Wall St. Rank hold REGL as of Q3 2024.

Semmax Financial Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 97 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2024, an estimated $7.53K.
Semmax Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and held it in 3 quarters.
Semmax Financial Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $7.53K in Q2 2024.
205 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2024.

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