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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
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 Sell
500
-500
-50% -$34.2K ﹤0.01% 815
2023
Q3 		$66.7K Buy
1,000
+500
+100% +$35K ﹤0.01% 826
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return