Total Clarity Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Total Clarity Wealth 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
2023 Q2	–	Sell	-28,249	Closed	-$2M	–	225
2023 Q1	$2M	Sell	28,249 -868	-3%	-$63.1K	1.09%	18
2022 Q4	$2.08M	Buy	+29,117	New	+$2.06M	1.06%	17
2020 Q1	–	Sell	-2,775	Closed	-$167K	–	496
2019 Q4	$167K	Buy	+2,775	New	+$164K	0.13%	138

Other funds holding REGL

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Total Clarity Wealth Management's REGL Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2023, closing a stake of 28,249 shares — an estimated $2M sold.

Total Clarity Wealth Management first reported a position in REGL in Q4 2019 and held it in 3 quarters. The position peaked at $2.08M in Q4 2022. 207 funds tracked by Wall St. Rank hold REGL as of Q2 2023.

Total Clarity Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 28,249 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2023, an estimated $2M.
Total Clarity Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $2.08M in Q4 2022.
207 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.