Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$152K Buy
1,759
+2
+0.1% +$178 ﹤0.01% 2951
2025
Q4 		$148K Buy
1,757
+8
+0.5% +$672 ﹤0.01% 2792
2025
Q3 		$149K Buy
1,749
+945
+118% +$79.7K ﹤0.01% 2679
2025
Q2 		$66K Sell
804
-30
-4% -$2.39K ﹤0.01% 3064
2025
Q1 		$67K Buy
834
+33
+4% +$2.69K ﹤0.01% 2734
2024
Q4 		$65K Buy
801
+1
+0.1% +$83 ﹤0.01% 2600
2024
Q3 		$65K Buy
800
+10
+1% +$786 ﹤0.01% 2496
2024
Q2 		$58K Hold
790
– – ﹤0.01% 2374
2024
Q1 		$62K Buy
790
+2
+0.3% +$148 ﹤0.01% 2160
2023
Q4 		$58K Buy
788
+5
+0.6% +$342 ﹤0.01% 2084
2023
Q3 		$52K Buy
783
+259
+49% +$18.1K ﹤0.01% 2033
2023
Q2 		$37K Buy
524
+2
+0.4% +$139 ﹤0.01% 2217
2023
Q1 		$37K Buy
522
+3
+0.6% +$218 ﹤0.01% 2079
2022
Q4 		$37K Buy
519
+4
+0.8% +$283 ﹤0.01% 1941
2022
Q3 		$33K Buy
515
+3
+0.6% +$211 ﹤0.01% 1890
2022
Q2 		$35K Sell
512
-78
-13% -$5.47K ﹤0.01% 1802
2022
Q1 		$43K Sell
590
-475
-45% -$33.9K ﹤0.01% 1671
2021
Q4 		$78K Buy
+1,065
New +$76.4K ﹤0.01% 1399
2021
Q2 		$56K Hold
791
– – ﹤0.01% 1355
2021
Q1 		$56K Hold
791
– – ﹤0.01% 1355
2020
Q4 		$56K Hold
791
– – ﹤0.01% 1355
2020
Q3 		$56K Hold
791
– – ﹤0.01% 1355
2020
Q2 		$56K Hold
791
– – ﹤0.01% 1355
2020
Q1 		$56K Hold
791
– – ﹤0.01% 1355
2019
Q4 		$56K Hold
791
– – ﹤0.01% 1355
2019
Q3 		$56K Hold
791
– – ﹤0.01% 1355
2019
Q2 		$56K Hold
791
– – ﹤0.01% 1355
2019
Q1 		$56K Sell
791
-582
-42% -$32.3K ﹤0.01% 1355
2018
Q4 		$71K Buy
1,373
+189
+16% +$10.3K ﹤0.01% 795
2018
Q3 		$67K Buy
1,184
+300
+34% +$17K ﹤0.01% 690
2018
Q2 		$48K Sell
884
-100
-10% -$5.39K ﹤0.01% 640
2018
Q1 		$52K Hold
984
– – ﹤0.01% 546
2017
Q4 		$54K Buy
984
+521
+113% +$28K ﹤0.01% 520
2017
Q3 		$24K Buy
+463
New +$23.8K ﹤0.01% 668

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s REGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.11% in Q1 2026, buying an estimated $178 and bringing the position to 1,759 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Carson Wealth (CWM LLC) first reported a position in REGL in Q3 2017 and has held it in 34 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,759 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $152K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $178.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2951 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2017 and has held it in 34 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.