SIM
REGL icon

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

Sonora 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
Q3 		$47K Buy
+700
New +$49.6K 0.01% 431

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
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Sonora Investment Management's REGL Position: Q3 2021 in Review

Sonora Investment Management opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2021: 700 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings.

137 funds tracked by Wall St. Rank hold REGL as of Q3 2021.

  • Sonora Investment Management held 700 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $47K as of Q3 2021.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Sonora Investment Management position in Q3 2021.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #431 holding.
  • 137 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.