Simplex Trading
REGL icon

Simplex Trading’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Simplex Trading’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
2018
Q2 		– Sell
-638
Closed -$33K – 7799
2018
Q1 		$33K Sell
638
-100
-14% -$5.37K ﹤0.01% 2850
2017
Q4 		$40K Buy
+738
New +$39.6K ﹤0.01% 2659

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading's REGL Position: Q2 2018 in Review

Simplex Trading sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2018, closing a stake of 638 shares — an estimated $33K sold.

Simplex Trading first reported a position in REGL in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q4 2017. 77 funds tracked by Wall St. Rank hold REGL as of Q2 2018.

  • Simplex Trading reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2018 after selling out during the quarter.
  • Simplex Trading sold 638 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2018, an estimated $33K.
  • Simplex Trading first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 2 quarters.
  • Simplex Trading's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $40K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2018.

Based on Simplex Trading's 13F filing for Q2 2018, filed 30 Jul 2018.