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REGL icon

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
Q3 		$317K Hold
3,669
– – 0.01% 730
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

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

B. Riley Wealth Advisors's REGL Position: Q3 2026 in Review

B. Riley Wealth Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q3 2026 at 3,669 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #730.

B. Riley Wealth Advisors first reported a position in REGL in Q1 2021 and has held it in 23 quarters since. The position peaked at $402K in Q4 2022. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • B. Riley Wealth Advisors held 3,669 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $317K as of Q3 2026.
  • B. Riley Wealth Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q3 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #730 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 23 quarters since.
  • B. Riley Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $402K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.