AP
REGL icon

Aspect Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Aspect Partners’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 		– Sell
-468
Closed -$39.4K – 736
2025
Q4 		$39.4K Buy
468
+3
+0.6% +$252 0.02% 156
2025
Q3 		$39.7K Buy
465
+5
+1% +$422 0.02% 167
2025
Q2 		$37.5K Buy
460
+3
+0.7% +$239 0.02% 167
2025
Q1 		$36.9K Hold
457
– – 0.02% 147
2024
Q4 		$36.9K Buy
457
+5
+1% +$417 0.02% 150
2024
Q3 		$36.9K Buy
452
+4
+0.9% +$314 0.02% 138
2024
Q2 		$33K Sell
448
-270
-38% -$20.4K 0.02% 146
2024
Q1 		$56.4K Buy
718
+2
+0.3% +$148 0.04% 115
2023
Q4 		$52.6K Buy
+716
New +$49K 0.03% 113

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return