REGL — PROSHARES TR

Ownership history in IFG Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in PROSHARES TR (REGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,974 +1,743 +53.9% 0.02% $425K $84.73
2025 Q2 REDUCED 3,231 -1,309 -28.8% 0.01% $263K $80.53
2025 Q1 INITIATED 4,540 — — 0.02% $366K $79.29
% of Fund (quarterly)    REGL price (monthly, adj. close)

Other funds also holding REGL

As of 2025 Q4 — sorted by position size

Dogwood Wealth Management LLC 3.36% KOM Wealth Management Group, LLC 3Y 2.41% COLDSTREAM CAPITAL MANAGEMENT INC 3Y 7Y 2.28% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 2.08% Northwest Financial Advisors 1.53% Landmark Wealth Management, LLC 3Y 1.03% Royal Capital Wealth Management, LLC 3Y 0.83% KRAEMATON INVESTMENT ADVISORS, INC 3Y 0.77% Tower Wealth Partners, Inc. 3Y 0.77% FSA WEALTH PARTNERS, INC. 3Y 7Y 0.73%
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