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Proshares Tr mdcp 400 divid shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Proshares Tr mdcp 400 divid (REGL) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Proshares Tr mdcp 400 divid

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr mdcp 400 divid held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Tr mdcp 400 divid by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $277k 4.2k 66.74
2023-06-30 $352k 5.0k 70.27
2023-03-31 $56k 791 70.75

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding Proshares Tr mdcp 400 divid

Coldstream Capital Management
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Baird Financial
Advisor Group Holdings
Toth Financial Advisory Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Connecticut Wealth Management
Stifel Financial
Cambridge Investment Research Advisors

View all funds holding Proshares Tr mdcp 400 divid