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

Clearstead 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	$124K	Hold	1,350	–	–	﹤0.01%	1226
2026 Q1	$117K	Hold	1,350	–	–	﹤0.01%	1107
2025 Q4	$114K	Hold	1,350	–	–	﹤0.01%	1093
2025 Q3	$115K	Hold	1,350	–	–	﹤0.01%	1008
2025 Q2	$110K	Buy	1,350 +850	+170%	+$67.8K	﹤0.01%	1041
2025 Q1	$40.3K	Hold	500	–	–	﹤0.01%	1223
2024 Q4	$40.3K	Hold	500	–	–	﹤0.01%	1217
2024 Q3	$40.9K	Hold	500	–	–	﹤0.01%	1246
2024 Q2	$36.8K	Hold	500	–	–	﹤0.01%	1233
2024 Q1	$38.8K	Hold	500	–	–	﹤0.01%	832
2023 Q4	$36.8K	Hold	500	–	–	﹤0.01%	815
2023 Q3	$33.4K	Hold	500	–	–	﹤0.01%	793
2023 Q2	$35.1K	Buy	+500	New	+$34.7K	﹤0.01%	803
2020 Q2	–	Sell	-984	Closed	-$44K	–	829
2020 Q1	$44K	Buy	+984	New	+$54.4K	0.01%	422

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

Clearstead Advisors's REGL Position: Q2 2026 in Review

Clearstead Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 1,350 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Clearstead Advisors first reported a position in REGL in Q1 2020 and has held it in 14 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Clearstead Advisors held 1,350 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $124K as of Q2 2026.
Clearstead Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1226 holding.
Clearstead Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2020 and has held it in 14 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.