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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
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

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Clarus Wealth Advisors's REGL Position: Q2 2026 in Review

Clarus Wealth Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 17% in Q2 2026, buying an estimated $132K and bringing the position to 10,196 shares worth $925K. The position accounts for 0.36% of the portfolio, ranked #62.

Clarus Wealth Advisors first reported a position in REGL in Q2 2021 and has held it in 20 quarters since. 29 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Clarus Wealth Advisors held 10,196 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $925K as of Q2 2026.
  • Clarus Wealth Advisors bought 1,478 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $132K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.36% of Clarus Wealth Advisors's portfolio in Q2 2026, its #62 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 20 quarters since.
  • 29 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.