Creative Planning
REGL icon

Creative Planning’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Creative Planning’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 		$959K Buy
11,102
+2,037
+22% +$181K ﹤0.01% 2502
2025
Q4 		$763K Sell
9,065
-324
-3% -$27.2K ﹤0.01% 2493
2025
Q3 		$801K Buy
+9,389
New +$792K ﹤0.01% 2330
2025
Q2 		– Sell
-4,044
Closed -$326K – 3777
2025
Q1 		$326K Buy
+4,044
New +$329K ﹤0.01% 2675
2023
Q4 		– Sell
-80
Closed -$5.34K – 3025
2023
Q3 		$5.34K Buy
+80
New +$5.6K ﹤0.01% 2708
2023
Q1 		– Sell
-121
Closed -$8.66K – 2749
2022
Q4 		$8.66K Buy
+121
New +$8.56K ﹤0.01% 2364
2020
Q2 		– Sell
-10,080
Closed -$454K – 2112
2020
Q1 		$454K Buy
10,080
+1,420
+16% +$78.4K ﹤0.01% 993
2019
Q4 		$521K Sell
8,660
-460
-5% -$27.1K ﹤0.01% 1087
2019
Q3 		$530K Sell
9,120
-198
-2% -$11.5K ﹤0.01% 1029
2019
Q2 		$544K Buy
+9,318
New +$538K ﹤0.01% 1031
2016
Q4 		– Sell
-185
Closed -$9K – 4795
2016
Q3 		$9K Sell
185
-105
-36% -$4.91K ﹤0.01% 3590
2016
Q2 		$13K Buy
+290
New +$12.9K ﹤0.01% 3084

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