Wealthspire Advisors (Maryland)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-400	Closed	-$21K	–	2572
2018 Q4	$21K	Hold	400	–	–	﹤0.01%	1191
2018 Q3	$23K	Sell	400 -599	-60%	-$33.9K	﹤0.01%	1259
2018 Q2	$54K	Sell	999 -1,082	-52%	-$58.3K	﹤0.01%	948
2018 Q1	$110K	Buy	2,081 +6	+0.3%	+$322	0.01%	680
2017 Q4	$113K	Buy	2,075 +2	+0.1%	+$107	0.01%	666
2017 Q3	$108K	Buy	2,073 +643	+45%	+$33.1K	0.01%	678
2017 Q2	$74K	Buy	+1,430	New	+$73.6K	0.01%	811

Other funds holding REGL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REGL Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2019, closing a stake of 400 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in REGL in Q2 2017 and held it in 7 quarters. The position peaked at $113K in Q4 2017. 92 funds tracked by Wall St. Rank hold REGL as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 400 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $113K in Q4 2017.
92 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.