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 Q2	$378K	Buy	4,125 +650	+19%	+$58.1K	0.01%	265
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Azimuth Capital Investment Management's REGL Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 19% in Q2 2026, buying an estimated $58.1K and bringing the position to 4,125 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #265.

Azimuth Capital Investment Management first reported a position in REGL in Q1 2025 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Azimuth Capital Investment Management held 4,125 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $378K as of Q2 2026.
Azimuth Capital Investment Management bought 650 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $58.1K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #265 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 6 quarters since.
241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.