Centerpoint Advisory Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Centerpoint Advisory Group’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	$221K	Hold	2,418	–	–	0.14%	110
2026 Q1	$209K	Sell	2,418 -580	-19%	-$51.6K	0.16%	103
2025 Q4	$252K	Hold	2,998	–	–	0.19%	88
2025 Q3	$256K	Hold	2,998	–	–	0.2%	91
2025 Q2	$244K	Hold	2,998	–	–	0.21%	87
2025 Q1	$242K	Hold	2,998	–	–	0.24%	82
2024 Q4	$242K	Buy	+2,998	New	+$250K	0.23%	81

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

Centerpoint Advisory Group's REGL Position: Q2 2026 in Review

Centerpoint Advisory Group held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 2,418 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #110.

Centerpoint Advisory Group first reported a position in REGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Centerpoint Advisory Group held 2,418 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $221K as of Q2 2026.
Centerpoint Advisory Group left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.14% of Centerpoint Advisory Group's portfolio in Q2 2026, its #110 holding.
Centerpoint Advisory Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $256K 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 Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.