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

Atria Wealth Solutions’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
2025 Q2	$2.38M	Sell	28,440 -14,698	-34%	-$1.17M	0.05%	373
2025 Q1	$3.48M	Sell	43,138 -5,366	-11%	-$437K	0.04%	442
2024 Q4	$3.91M	Buy	48,504 +1,194	+3%	+$99.6K	0.04%	425
2024 Q3	$3.88M	Sell	47,310 -2,553	-5%	-$201K	0.04%	411
2024 Q2	$3.69M	Sell	49,863 -281	-0.6%	-$21.2K	0.04%	417
2024 Q1	$3.94M	Sell	50,144 -3,929	-7%	-$290K	0.04%	408
2023 Q4	$3.98M	Buy	54,073 +32,140	+147%	+$2.2M	0.05%	370
2023 Q3	$1.46M	Buy	21,933 +16,898	+336%	+$1.18M	0.02%	666
2023 Q2	$354K	Buy	+5,035	New	+$350K	﹤0.01%	1342

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's REGL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 34% in Q2 2025, selling an estimated $1.17M and leaving 28,440 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #373.

Atria Wealth Solutions first reported a position in REGL in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.98M in Q4 2023. 229 funds tracked by Wall St. Rank hold REGL as of Q2 2025.

Atria Wealth Solutions held 28,440 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.38M as of Q2 2025.
Atria Wealth Solutions sold 14,698 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2025, an estimated $1.17M.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #373 holding.
Atria Wealth Solutions first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.98M in Q4 2023.
229 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.