Clarus Wealth Advisors
REGL icon

Clarus Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Clarus Wealth Advisors’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
Q3 		$903K Buy
10,343
+147
+1% +$13.6K 0.33% 63
2026
Q2 		$925K Buy
10,196
+1,478
+17% +$132K 0.36% 62
2026
Q1 		$764K Buy
8,718
+355
+4% +$31.6K 0.33% 62
2025
Q4 		$729K Buy
8,363
+1,535
+22% +$129K 0.3% 62
2025
Q3 		$585K Buy
6,828
+513
+8% +$43.2K 0.26% 59
2025
Q2 		$525K Sell
6,315
-528
-8% -$42.1K 0.24% 61
2025
Q1 		$527K Buy
6,843
+3,335
+95% +$271K 0.28% 62
2024
Q4 		$277K Buy
3,508
+124
+4% +$10.3K 0.14% 102
2024
Q3 		$272K Sell
3,384
-120
-3% -$9.43K 0.14% 104
2024
Q2 		$257K Buy
3,504
+85
+2% +$6.43K 0.14% 106
2024
Q1 		$259K Sell
3,419
-50
-1% -$3.7K 0.15% 104
2023
Q4 		$248K Buy
+3,469
New +$238K 0.15% 101
2023
Q2 		$286K Buy
4,133
+118
+3% +$8.19K 0.17% 102
2023
Q1 		$279K Sell
4,015
-268
-6% -$19.5K 0.18% 100
2022
Q4 		$313K Buy
4,283
+918
+27% +$65K 0.21% 97
2022
Q3 		$222K Buy
3,365
+216
+7% +$15.2K 0.16% 101
2022
Q2 		$214K Sell
3,149
-233
-7% -$16.3K 0.15% 92
2022
Q1 		$243K Buy
3,382
+42
+1% +$3K 0.15% 93
2021
Q4 		$245K Buy
3,340
+326
+11% +$23.4K 0.14% 91
2021
Q3 		$208K Buy
3,014
+199
+7% +$14.1K 0.13% 96
2021
Q2 		$203K Buy
+2,815
New +$204K 0.13% 96

Other funds holding REGL

Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Clarus Wealth Advisors's REGL Position: Q3 2026 in Review

Clarus Wealth Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1.4% in Q3 2026, buying an estimated $13.6K and bringing the position to 10,343 shares worth $903K. The position accounts for 0.33% of the portfolio, ranked #63.

Clarus Wealth Advisors first reported a position in REGL in Q2 2021 and has held it in 21 quarters since. The position peaked at $925K in Q2 2026. 54 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Clarus Wealth Advisors held 10,343 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $903K as of Q3 2026.
  • Clarus Wealth Advisors bought 147 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $13.6K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.33% of Clarus Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Clarus Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and has held it in 21 quarters since.
  • Clarus Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $925K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.