Aptus Capital Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Aptus Capital Advisors’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 Q2	$19.9K	Hold	217	–	–	﹤0.01%	1521
2026 Q1	$18.8K	Sell	217 -3,939	-95%	-$350K	﹤0.01%	1418
2025 Q4	$350K	Buy	4,156 +30	+0.7%	+$2.52K	﹤0.01%	842
2025 Q3	$352K	Buy	4,126 +40	+1%	+$3.37K	﹤0.01%	805
2025 Q2	$333K	Buy	4,086 +26	+0.6%	+$2.07K	﹤0.01%	795
2025 Q1	$327K	Hold	4,060	–	–	﹤0.01%	754
2024 Q4	$327K	Buy	4,060 +50	+1%	+$4.17K	﹤0.01%	753
2024 Q3	$328K	Buy	4,010 +29	+0.7%	+$2.28K	﹤0.01%	640
2024 Q2	$293K	Sell	3,981 -33	-0.8%	-$2.5K	0.01%	630
2024 Q1	$315K	Buy	4,014 +15	+0.4%	+$1.11K	0.01%	619
2023 Q4	$294K	Buy	3,999 +34	+0.9%	+$2.33K	0.01%	473
2023 Q3	$265K	Buy	3,965 +24	+0.6%	+$1.68K	0.01%	502
2023 Q2	$277K	Hold	3,941	–	–	0.01%	422
2023 Q1	$279K	Hold	3,941	–	–	0.01%	407
2022 Q4	$282K	Hold	3,941	–	–	0.01%	420
2022 Q3	$254K	Hold	3,941	–	–	0.01%	407
2022 Q2	$266K	Hold	3,941	–	–	0.01%	339
2022 Q1	$285K	Hold	3,941	–	–	0.01%	367
2021 Q4	$291K	Hold	3,941	–	–	0.01%	320
2021 Q3	$267K	Hold	3,941	–	–	0.01%	323
2021 Q2	$281K	Buy	+3,941	New	+$286K	0.01%	320

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Aptus Capital Advisors's REGL Position: Q2 2026 in Review

Aptus Capital Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 217 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Aptus Capital Advisors first reported a position in REGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $352K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Aptus Capital Advisors held 217 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $19.9K as of Q2 2026.
Aptus Capital Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1521 holding.
Aptus Capital Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and has held it in 21 quarters since.
Aptus Capital Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $352K in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.