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

DHJJ Financial 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	$73.1K	Hold	798	–	–	0.02%	357
2026 Q1	$69K	Hold	798	–	–	0.02%	348
2025 Q4	$67.2K	Hold	798	–	–	0.02%	335
2025 Q3	$68.1K	Hold	798	–	–	0.02%	317
2025 Q2	$65.1K	Hold	798	–	–	0.02%	309
2025 Q1	$64.4K	Hold	798	–	–	0.03%	284
2024 Q4	$64.4K	Hold	798	–	–	0.03%	270
2024 Q3	$65.3K	Hold	798	–	–	0.03%	263
2024 Q2	$58.8K	Hold	798	–	–	0.02%	252
2024 Q1	$62.7K	Hold	798	–	–	0.03%	237
2023 Q4	$58.7K	Hold	798	–	–	0.03%	237
2023 Q3	$53.3K	Buy	+798	New	+$55.9K	0.03%	239

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

DHJJ Financial Advisors's REGL Position: Q2 2026 in Review

DHJJ Financial Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 798 shares worth $73.1K. The position accounts for 0.02% of the portfolio, ranked #357.

DHJJ Financial Advisors first reported a position in REGL in Q3 2023 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

DHJJ Financial Advisors held 798 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $73.1K as of Q2 2026.
DHJJ Financial Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #357 holding.
DHJJ Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2023 and has held it in 12 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.