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

Anchor Investment 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
2026 Q1	$285K	Hold	3,303	–	–	0.02%	323
2025 Q4	$278K	Hold	3,303	–	–	0.02%	329
2025 Q3	$282K	Hold	3,303	–	–	0.02%	331
2025 Q2	$269K	Sell	3,303 -79	-2%	-$6.3K	0.02%	322
2025 Q1	$273K	Hold	3,382	–	–	0.03%	320
2024 Q4	$273K	Sell	3,382 -214	-6%	-$17.8K	0.03%	317
2024 Q3	$294K	Buy	3,596 +1	+0%	+$79	0.03%	310
2024 Q2	$265K	Hold	3,595	–	–	0.03%	309
2024 Q1	$282K	Buy	3,595 +100	+3%	+$7.39K	0.03%	304
2023 Q4	$257K	Buy	3,495 +25	+0.7%	+$1.71K	0.03%	308
2023 Q3	$232K	Buy	3,470 +1,200	+53%	+$84K	0.03%	315
2023 Q2	$160K	Hold	2,270	–	–	0.02%	373
2023 Q1	$161K	Buy	2,270 +190	+9%	+$13.8K	0.02%	378
2022 Q4	$149K	Hold	2,080	–	–	0.02%	382
2022 Q3	$134K	Buy	2,080 +280	+16%	+$19.7K	0.02%	391
2022 Q2	$121K	Hold	1,800	–	–	0.02%	423
2022 Q1	$130K	Hold	1,800	–	–	0.02%	434
2021 Q4	$133K	Buy	1,800 +300	+20%	+$21.5K	0.02%	435
2021 Q3	$102K	Sell	1,500 -300	-17%	-$21.3K	0.01%	445
2021 Q2	$128K	Buy	+1,800	New	+$131K	0.02%	424

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anchor Investment Management's REGL Position: Q1 2026 in Review

Anchor Investment Management held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q1 2026 at 3,303 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #323.

Anchor Investment Management first reported a position in REGL in Q2 2021 and has held it in 20 quarters since. The position peaked at $294K in Q3 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Anchor Investment Management held 3,303 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $285K as of Q1 2026.
Anchor Investment Management left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q1 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #323 holding.
Anchor Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and has held it in 20 quarters since.
Anchor Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $294K in Q3 2024.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.