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

CoreCap 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	–	Sell	-98	Closed	-$8.47K	–	3267
2026 Q1	$8.47K	Buy	98 +8	+9%	+$711	﹤0.01%	2004
2025 Q4	$7.58K	Hold	90	–	–	﹤0.01%	2064
2025 Q3	$7.68K	Hold	90	–	–	﹤0.01%	2047
2025 Q2	$7.34K	Hold	90	–	–	﹤0.01%	1993
2025 Q1	$7.26K	Hold	90	–	–	﹤0.01%	1954
2024 Q4	$7.26K	Hold	90	–	–	﹤0.01%	1887
2024 Q3	$7.36K	Hold	90	–	–	﹤0.01%	1874
2024 Q2	$6.63K	Hold	90	–	–	﹤0.01%	1126
2024 Q1	$7.07K	Buy	+90	New	+$6.65K	﹤0.01%	1834
2022 Q4	$268K	Buy	3,749 +489	+15%	+$34.6K	0.02%	467
2022 Q3	$210K	Buy	3,260 +955	+41%	+$67K	0.02%	481
2022 Q2	$156K	Buy	+2,305	New	+$162K	0.01%	574

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

CoreCap Advisors's REGL Position: Q2 2026 in Review

CoreCap Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026, closing a stake of 98 shares — an estimated $8.47K sold.

CoreCap Advisors first reported a position in REGL in Q2 2022 and held it in 12 quarters. The position peaked at $268K in Q4 2022. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

CoreCap Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 98 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $8.47K.
CoreCap Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2022 and held it in 12 quarters.
CoreCap Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $268K in Q4 2022.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.