Chicago Partners Investment Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Chicago Partners Investment 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	$439K	Buy	4,725 +1,525	+48%	+$136K	0.01%	1071
2026 Q1	$285K	Hold	3,200	–	–	0.01%	1171
2025 Q4	$282K	Hold	3,200	–	–	0.01%	1071
2025 Q3	$266K	Hold	3,200	–	–	0.01%	1019
2025 Q2	$270K	Hold	3,200	–	–	0.01%	898
2025 Q1	$254K	Buy	3,200 +614	+24%	+$50K	0.01%	757
2024 Q4	$206K	Hold	2,586	–	–	0.01%	810
2024 Q3	$211K	Buy	2,586 +3	+0.1%	+$236	0.01%	743
2024 Q2	$207K	Buy	+2,583	New	+$195K	0.01%	707
2018 Q4	–	Sell	-2,000	Closed	-$107K	–	775
2018 Q3	$107K	Hold	2,000	–	–	0.02%	404
2018 Q2	$109K	Hold	2,000	–	–	0.02%	375
2018 Q1	$106K	Hold	2,000	–	–	0.02%	345
2017 Q4	$109K	Hold	2,000	–	–	0.02%	344
2017 Q3	$105K	Buy	+2,000	New	+$103K	0.02%	339
2017 Q2	–	Sell	-2,000	Closed	-$103K	–	760
2017 Q1	$103K	Hold	2,000	–	–	0.03%	248
2016 Q4	$101K	Hold	2,000	–	–	0.04%	229
2016 Q3	$93K	Buy	+2,000	New	+$93.6K	0.04%	238

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Chicago Partners Investment Group's REGL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 48% in Q2 2026, buying an estimated $136K and bringing the position to 4,725 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1071.

Chicago Partners Investment Group first reported a position in REGL in Q3 2016 and has held it in 17 quarters since. 241 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Chicago Partners Investment Group held 4,725 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $439K as of Q2 2026.
Chicago Partners Investment Group bought 1,525 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $136K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1071 holding.
Chicago Partners Investment Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2016 and has held it in 17 quarters since.
241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.