Benjamin Edwards Inc’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Benjamin Edwards Inc’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	$3.65M	Sell	39,910 -64,670	-62%	-$5.78M	0.03%	424
2026 Q1	$9.04M	Sell	104,580 -298,978	-74%	-$26.6M	0.09%	232
2025 Q4	$34M	Sell	403,558 -335,677	-45%	-$28.2M	0.38%	76
2025 Q3	$63.1M	Sell	739,235 -18,250	-2%	-$1.54M	0.71%	28
2025 Q2	$61.8M	Buy	757,485 +716,621	+1,754%	+$57.2M	0.79%	29
2025 Q1	$3.3M	Sell	40,864 -3,914	-9%	-$319K	0.05%	323
2024 Q4	$3.61M	Sell	44,778 -2,403	-5%	-$200K	0.05%	313
2024 Q3	$3.86M	Buy	+47,181	New	+$3.71M	0.06%	308

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

Benjamin Edwards Inc's REGL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 62% in Q2 2026, selling an estimated $5.78M and leaving 39,910 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #424.

Benjamin Edwards Inc first reported a position in REGL in Q3 2024 and has held it in 8 quarters since. The position peaked at $63.1M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Benjamin Edwards Inc held 39,910 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.65M as of Q2 2026.
Benjamin Edwards Inc sold 64,670 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $5.78M.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #424 holding.
Benjamin Edwards Inc first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $63.1M in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.