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The Family Firm’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

The Family Firm’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
-100
Closed -$7.36K – 693
2024
Q2 		$7.36K Buy
+100
New +$7.56K ﹤0.01% 710

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

The Family Firm's REGL Position: Q3 2024 in Review

The Family Firm sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2024, closing a stake of 100 shares — an estimated $7.36K sold.

The Family Firm first reported a position in REGL in Q2 2024 and held it in 1 quarter. The position peaked at $7.36K in Q2 2024. 205 funds tracked by Wall St. Rank hold REGL as of Q3 2024.

  • The Family Firm reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 100 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2024, an estimated $7.36K.
  • The Family Firm first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $7.36K 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 The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.