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Strid Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Strid Group’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
Q4 		– Sell
-12,051
Closed -$776K – 47
2022
Q3 		$776K Buy
12,051
+7,611
+171% +$534K 0.2% 25
2022
Q2 		$300K Buy
+4,440
New +$311K 0.07% 36

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strid Group's REGL Position: Q4 2022 in Review

Strid Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2022, closing a stake of 12,051 shares — an estimated $776K sold.

Strid Group first reported a position in REGL in Q2 2022 and held it in 2 quarters. The position peaked at $776K in Q3 2022. 195 funds tracked by Wall St. Rank hold REGL as of Q4 2022.

  • Strid Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2022 after selling out during the quarter.
  • Strid Group sold 12,051 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2022, an estimated $776K.
  • Strid Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2022 and held it in 2 quarters.
  • Strid Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $776K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2022.

Based on Strid Group's 13F filing for Q4 2022, filed 27 Jan 2023.