B. Riley Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

B. Riley Wealth Advisors’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	$337K	Sell	3,669 -201	-5%	-$18K	0.02%	582
2026 Q1	$330K	Hold	3,870	–	–	0.02%	555
2025 Q4	$326K	Sell	3,870 -200	-5%	-$16.8K	0.02%	682
2025 Q3	$347K	Hold	4,070	–	–	0.02%	659
2025 Q2	$332K	Buy	4,070 +200	+5%	+$16K	0.02%	669
2025 Q1	$312K	Sell	3,870 -996	-20%	-$81.1K	0.01%	956
2024 Q4	$392K	Hold	4,866	–	–	0.01%	775
2024 Q3	$397K	Sell	4,866 -100	-2%	-$7.86K	0.01%	834
2024 Q2	$368K	Buy	4,966 +425	+9%	+$32.1K	0.01%	940
2024 Q1	$303K	Hold	4,541	–	–	0.01%	1035
2023 Q4	$334K	Hold	4,541	–	–	0.01%	1003
2023 Q3	$303K	Sell	4,541 -825	-15%	-$57.8K	0.01%	1035
2023 Q2	$377K	Sell	5,366 -100	-2%	-$6.94K	0.01%	1003
2023 Q1	$387K	Sell	5,466 -147	-3%	-$10.7K	0.01%	930
2022 Q4	$402K	Buy	5,613 +825	+17%	+$58.4K	0.01%	884
2022 Q3	$309K	Buy	4,788 +1,457	+44%	+$102K	0.01%	988
2022 Q2	$225K	Hold	3,331	–	–	0.01%	998
2022 Q1	$241K	Hold	3,331	–	–	0.01%	1127
2021 Q4	$246K	Hold	3,331	–	–	0.01%	1172
2021 Q3	$226K	Sell	3,331 -100	-3%	-$7.08K	0.01%	1186
2021 Q2	$245K	Hold	3,431	–	–	0.01%	1128
2021 Q1	$240K	Buy	+3,431	New	+$228K	0.01%	1107

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

B. Riley Wealth Advisors's REGL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 5.2% in Q2 2026, selling an estimated $18K and leaving 3,669 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #582.

B. Riley Wealth Advisors first reported a position in REGL in Q1 2021 and has held it in 22 quarters since. The position peaked at $402K in Q4 2022. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

B. Riley Wealth Advisors held 3,669 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $337K as of Q2 2026.
B. Riley Wealth Advisors sold 201 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $18K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #582 holding.
B. Riley Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2021 and has held it in 22 quarters since.
B. Riley Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $402K in Q4 2022.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.