Core Wealth Advisors (Florida)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Core Wealth Advisors (Florida)’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	$2M	Buy	21,804 +799	+4%	+$71.4K	0.4%	29
2026 Q1	$1.82M	Buy	21,005 +6,350	+43%	+$565K	0.43%	26
2025 Q4	$1.23M	Buy	14,655 +1,964	+15%	+$165K	0.32%	28
2025 Q3	$1.08M	Buy	12,691 +515	+4%	+$43.4K	0.28%	32
2025 Q2	$993K	Buy	12,176 +1,479	+14%	+$118K	0.29%	34
2025 Q1	$863K	Buy	10,697 +1,965	+23%	+$160K	0.27%	36
2024 Q4	$704K	Buy	8,732 +955	+12%	+$79.6K	0.23%	39
2024 Q3	$636K	Buy	7,777 +1,554	+25%	+$122K	0.2%	39
2024 Q2	$458K	Buy	6,223 +926	+17%	+$70K	0.16%	42
2024 Q1	$416K	Buy	5,297 +1,096	+26%	+$81K	0.14%	42
2023 Q4	$309K	Buy	4,201 +47	+1%	+$3.22K	0.11%	43
2023 Q3	$277K	Sell	4,154 -855	-17%	-$59.9K	0.11%	42
2023 Q2	$352K	Buy	5,009 +4,218	+533%	+$293K	0.14%	40
2023 Q1	$56K	Buy	+791	New	+$57.5K	0.02%	76

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

Core Wealth Advisors (Florida)'s REGL Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 3.8% in Q2 2026, buying an estimated $71.4K and bringing the position to 21,804 shares worth $2M. The position accounts for 0.4% of the portfolio, ranked #29.

Core Wealth Advisors (Florida) first reported a position in REGL in Q1 2023 and has held it in 14 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Core Wealth Advisors (Florida) held 21,804 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2M as of Q2 2026.
Core Wealth Advisors (Florida) bought 799 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $71.4K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.4% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #29 holding.
Core Wealth Advisors (Florida) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2023 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 Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.