Bucket List Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Bucket List Wealth 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	$10M	Buy	109,479 +33,564	+44%	+$3M	4.94%	7
2026 Q1	$6.56M	Buy	+75,915	New	+$6.75M	3.95%	9

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

Bucket List Wealth Management's REGL Position: Q2 2026 in Review

Bucket List Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 44% in Q2 2026, buying an estimated $3M and bringing the position to 109,479 shares worth $10M. The position accounts for 4.94% of the portfolio, ranked #7.

Bucket List Wealth Management first reported a position in REGL in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Bucket List Wealth Management held 109,479 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $10M as of Q2 2026.
Bucket List Wealth Management bought 33,564 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $3M.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 4.94% of Bucket List Wealth Management's portfolio in Q2 2026, its #7 holding.
Bucket List Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2026 and has held it in 2 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.