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

Cyndeo Wealth Partners’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	$408K	Sell	4,455 -22	-0.5%	-$1.97K	0.02%	380
2026 Q1	$387K	Buy	4,477 +61	+1%	+$5.42K	0.02%	364
2025 Q4	$372K	Buy	4,416 +7	+0.2%	+$588	0.02%	370
2025 Q3	$376K	Buy	4,409 +10	+0.2%	+$843	0.02%	352
2025 Q2	$359K	Buy	4,399 +24	+0.5%	+$1.91K	0.02%	354
2025 Q1	$353K	Sell	4,375 -70	-2%	-$5.7K	0.02%	339
2024 Q4	$359K	Hold	4,445	–	–	0.02%	345
2024 Q3	$363K	Buy	+4,445	New	+$349K	0.03%	342

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

Cyndeo Wealth Partners's REGL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.49% in Q2 2026, selling an estimated $1.97K and leaving 4,455 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #380.

Cyndeo Wealth Partners first reported a position in REGL in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Cyndeo Wealth Partners held 4,455 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $408K as of Q2 2026.
Cyndeo Wealth Partners sold 22 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $1.97K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #380 holding.
Cyndeo Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.