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 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

Aspect Partners's REGL Position: Q1 2026 in Review

Aspect Partners sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 468 shares — an estimated $39.4K sold.

Aspect Partners first reported a position in REGL in Q4 2023 and held it in 9 quarters. The position peaked at $56.4K in Q1 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Aspect Partners reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
Aspect Partners sold 468 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $39.4K.
Aspect Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and held it in 9 quarters.
Aspect Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $56.4K in Q1 2024.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.