CIBC Private Wealth Group
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CIBC Private Wealth Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$27.6K Hold
328
– – ﹤0.01% 2034
2025
Q3 		$28K Sell
328
-118
-26% -$9.95K ﹤0.01% 2032
2025
Q2 		$36.4K Buy
+446
New +$35.6K ﹤0.01% 1788
2025
Q1 		– Sell
-110
Closed -$8.77K – 3236
2024
Q4 		$8.77K Buy
+110
New +$9.17K ﹤0.01% 2308

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CIBC Private Wealth Group's REGL Position: Q4 2025 in Review

CIBC Private Wealth Group held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q4 2025 at 328 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

CIBC Private Wealth Group first reported a position in REGL in Q4 2024 and has held it in 4 quarters since. The position peaked at $36.4K in Q2 2025. 241 funds tracked by Wall St. Rank hold REGL as of Q4 2025.

  • CIBC Private Wealth Group held 328 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $27.6K as of Q4 2025.
  • CIBC Private Wealth Group left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q4 2025.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2034 holding.
  • CIBC Private Wealth Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $36.4K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.