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

Copia Wealth 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	$15.3K	Hold	167	–	–	0.01%	303
2026 Q1	$14.4K	Hold	167	–	–	0.01%	294
2025 Q4	$14.1K	Hold	167	–	–	0.01%	295
2025 Q3	$14.3K	Hold	167	–	–	0.01%	285
2025 Q2	$13.6K	Buy	+167	New	+$13.3K	0.01%	265

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

Copia Wealth Management's REGL Position: Q2 2026 in Review

Copia Wealth Management held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 167 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #303.

Copia Wealth Management first reported a position in REGL in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Copia Wealth Management held 167 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $15.3K as of Q2 2026.
Copia Wealth Management 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 Copia Wealth Management's portfolio in Q2 2026, its #303 holding.
Copia Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.