Clear Creek Financial Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Clear Creek Financial Management’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	$2.89M	Buy	31,572 +2,080	+7%	+$186K	0.19%	126
2026 Q1	$2.55M	Buy	29,492 +5,481	+23%	+$487K	0.2%	114
2025 Q4	$2.02M	Sell	24,011 -2,916	-11%	-$245K	0.17%	133
2025 Q3	$2.3M	Buy	26,927 +1,419	+6%	+$120K	0.2%	117
2025 Q2	$2.08M	Buy	25,508 +1,160	+5%	+$92.5K	0.2%	118
2025 Q1	$1.96M	Buy	24,348 +111	+0.5%	+$9.04K	0.2%	106
2024 Q4	$1.95M	Buy	24,237 +1,796	+8%	+$150K	0.21%	107
2024 Q3	$1.84M	Sell	22,441 -121	-0.5%	-$9.51K	0.21%	100
2024 Q2	$1.66M	Buy	22,562 +1,225	+6%	+$92.6K	0.2%	100
2024 Q1	$1.68M	Buy	+21,337	New	+$1.58M	0.21%	95

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

Clear Creek Financial Management's REGL Position: Q2 2026 in Review

Clear Creek Financial Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 7.1% in Q2 2026, buying an estimated $186K and bringing the position to 31,572 shares worth $2.89M. The position accounts for 0.19% of the portfolio, ranked #126.

Clear Creek Financial Management first reported a position in REGL in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Clear Creek Financial Management held 31,572 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.89M as of Q2 2026.
Clear Creek Financial Management bought 2,080 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $186K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.19% of Clear Creek Financial Management's portfolio in Q2 2026, its #126 holding.
Clear Creek Financial Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2024 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.