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

Atlas Wealth’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	$204K	Buy	+2,225	New	+$199K	0.03%	172
2024 Q1	–	Sell	-3,308	Closed	-$221K	–	86
2023 Q4	$221K	Hold	3,308	–	–	0.12%	71
2023 Q3	$221K	Hold	3,308	–	–	0.04%	166
2023 Q2	$238K	Hold	3,308	–	–	0.04%	165
2023 Q1	$234K	Hold	3,308	–	–	0.05%	162
2022 Q4	$237K	Buy	+3,308	New	+$234K	0.06%	110

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

Atlas Wealth's REGL Position: Q2 2026 in Review

Atlas Wealth opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 2,225 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in REGL as recently as Q4 2023.

Atlas Wealth first reported a position in REGL in Q4 2022 and has held it in 6 quarters since. The position peaked at $238K in Q2 2023. 241 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Atlas Wealth held 2,225 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $204K as of Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Atlas Wealth position in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.03% of Atlas Wealth's portfolio in Q2 2026, its #172 holding.
Atlas Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 6 quarters since.
Atlas Wealth's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $238K in Q2 2023.
241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.