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

Dogwood Wealth Management’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	$9.82M	Buy	107,264 +10,943	+11%	+$978K	3.88%	8
2026 Q1	$8.32M	Buy	96,321 +5,706	+6%	+$507K	3.61%	9
2025 Q4	$7.63M	Buy	90,615 +16,666	+23%	+$1.4M	3.36%	9
2025 Q3	$6.31M	Buy	73,949 +6,940	+10%	+$585K	2.87%	11
2025 Q2	$5.58M	Buy	67,009 +4,349	+7%	+$347K	2.72%	11
2025 Q1	$5.05M	Buy	62,660 +2,271	+4%	+$185K	2.66%	14
2024 Q4	$4.87M	Buy	60,389 +11,832	+24%	+$987K	2.58%	15
2024 Q3	$3.97M	Buy	48,557 +1,925	+4%	+$151K	2.28%	15
2024 Q2	$3.43M	Buy	46,632 +45,205	+3,168%	+$3.42M	2.11%	18
2024 Q1	$112K	Sell	1,427 -123	-8%	-$9.09K	0.08%	95
2023 Q4	$114K	Buy	+1,550	New	+$106K	0.09%	93

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

Dogwood Wealth Management's REGL Position: Q2 2026 in Review

Dogwood Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 11% in Q2 2026, buying an estimated $978K and bringing the position to 107,264 shares worth $9.82M. The position accounts for 3.88% of the portfolio, ranked #8.

Dogwood Wealth Management first reported a position in REGL in Q4 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Dogwood Wealth Management held 107,264 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $9.82M as of Q2 2026.
Dogwood Wealth Management bought 10,943 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $978K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 3.88% of Dogwood Wealth Management's portfolio in Q2 2026, its #8 holding.
Dogwood Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.