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V Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-201
Closed -$10K – 589
2017
Q2 		$10K Buy
+201
New +$10.3K ﹤0.01% 575

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's REGL Position: Q3 2017 in Review

V Wealth Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2017, closing a stake of 201 shares — an estimated $10K sold.

V Wealth Advisors first reported a position in REGL in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 60 funds tracked by Wall St. Rank hold REGL as of Q3 2017.

  • V Wealth Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 201 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2017, an estimated $10K.
  • V Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $10K in Q2 2017.
  • 60 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.