WEG
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World Equity Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

World Equity Group’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
Q4 		– Sell
-14,236
Closed -$949K – 368
2023
Q3 		$949K Buy
+14,236
New +$997K 0.2% 118

Other funds holding REGL

Morgan Stanley
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
UBS Group
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

World Equity Group's REGL Position: Q4 2023 in Review

World Equity Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2023, closing a stake of 14,236 shares — an estimated $949K sold.

World Equity Group first reported a position in REGL in Q3 2023 and held it in 1 quarter. The position peaked at $949K in Q3 2023. 198 funds tracked by Wall St. Rank hold REGL as of Q4 2023.

  • World Equity Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2023 after selling out during the quarter.
  • World Equity Group sold 14,236 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2023, an estimated $949K.
  • World Equity Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2023 and held it in 1 quarter.
  • World Equity Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $949K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.