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

Accredited Wealth Management’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
2025
Q3 		$4.31K Buy
565
+515
+1,030% +$43.4K ﹤0.01% 326
2025
Q2 		$4.1K Hold
50
– – ﹤0.01% 328
2025
Q1 		$4.06K Buy
+50
New +$4.07K ﹤0.01% 308

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Wealth Management's REGL Position: Q3 2025 in Review

Accredited Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1,030% in Q3 2025, buying an estimated $43.4K and bringing the position to 565 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Accredited Wealth Management first reported a position in REGL in Q1 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

  • Accredited Wealth Management held 565 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $4.31K as of Q3 2025.
  • Accredited Wealth Management bought 515 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $43.4K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #326 holding.
  • Accredited Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.