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 Q2	$963K	Sell	10,513 -589	-5%	-$52.6K	﹤0.01%	2669
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	–	4793
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 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

Creative Planning's REGL Position: Q2 2026 in Review

Creative Planning reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 5.3% in Q2 2026, selling an estimated $52.6K and leaving 10,513 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Creative Planning first reported a position in REGL in Q2 2016 and has held it in 13 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Creative Planning held 10,513 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $963K as of Q2 2026.
Creative Planning sold 589 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $52.6K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2669 holding.
Creative Planning first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2016 and has held it in 13 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.