Azimuth Capital Investment Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Azimuth Capital Investment Management’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	$300K	Buy	3,475 +825	+31%	+$73.3K	0.01%	271
2025 Q4	$223K	Hold	2,650	–	–	0.01%	294
2025 Q3	$226K	Hold	2,650	–	–	0.01%	283
2025 Q2	$216K	Hold	2,650	–	–	0.01%	290
2025 Q1	$214K	Buy	+2,650	New	+$216K	0.01%	292

Other funds holding REGL

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Azimuth Capital Investment Management's REGL Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 31% in Q1 2026, buying an estimated $73.3K and bringing the position to 3,475 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #271.

Azimuth Capital Investment Management first reported a position in REGL in Q1 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Azimuth Capital Investment Management held 3,475 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $300K as of Q1 2026.
Azimuth Capital Investment Management bought 825 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $73.3K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #271 holding.
Azimuth Capital Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.