United Capital Financial Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-3,381	Closed	-$228K	–	1142
2022 Q2	$228K	Buy	3,381 +18	+0.5%	+$1.26K	﹤0.01%	1017
2022 Q1	$243K	Buy	3,363 +17	+0.5%	+$1.21K	﹤0.01%	1065
2021 Q4	$247K	Buy	3,346 +26	+0.8%	+$1.86K	﹤0.01%	1091
2021 Q3	$225K	Buy	3,320 +21	+0.6%	+$1.49K	﹤0.01%	1100
2021 Q2	$235K	Buy	+3,299	New	+$239K	﹤0.01%	1104

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

United Capital Financial Advisors's REGL Position: Q3 2022 in Review

United Capital Financial Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2022, closing a stake of 3,381 shares — an estimated $228K sold.

United Capital Financial Advisors first reported a position in REGL in Q2 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2021. 154 funds tracked by Wall St. Rank hold REGL as of Q3 2022.

United Capital Financial Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 3,381 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2022, an estimated $228K.
United Capital Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and held it in 5 quarters.
United Capital Financial Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $247K in Q4 2021.
154 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.