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Dynamic Advisor Solutions’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$2.66M Buy
30,748
+1,765
+6% +$163K 0.08% 262
2026
Q2 		$2.65M Buy
28,983
+2,364
+9% +$211K 0.08% 263
2026
Q1 		$2.3M Buy
26,619
+1,028
+4% +$91.4K 0.07% 276
2025
Q4 		$2.16M Sell
25,591
-4,240
-14% -$356K 0.07% 281
2025
Q3 		$2.55M Buy
29,831
+1,908
+7% +$161K 0.07% 271
2025
Q2 		$2.28M Sell
27,923
-333
-1% -$26.6K 0.07% 279
2025
Q1 		$2.28M Sell
28,256
-603
-2% -$49.1K 0.08% 257
2024
Q4 		$2.33M Buy
28,859
+1,143
+4% +$95.3K 0.1% 188
2024
Q3 		$2.27M Buy
27,716
+2,027
+8% +$159K 0.07% 273
2024
Q2 		$1.89M Buy
25,689
+3,005
+13% +$227K 0.06% 306
2024
Q1 		$1.78M Sell
22,684
-10,330
-31% -$764K 0.06% 319
2023
Q4 		$2.41M Buy
33,014
+8,932
+37% +$612K 0.09% 256
2023
Q3 		$1.61M Sell
24,082
-497
-2% -$34.8K 0.08% 272
2023
Q2 		$1.73M Buy
24,579
+2,814
+13% +$195K 0.09% 244
2023
Q1 		$1.54M Buy
21,765
+7,929
+57% +$577K 0.09% 249
2022
Q4 		$990K Buy
+13,836
New +$979K 0.07% 285
2020
Q1 		– Sell
-16,513
Closed -$994K – 573
2019
Q4 		$994K Sell
16,513
-2,785
-14% -$164K 0.14% 193
2019
Q3 		$1.12M Sell
19,298
-300
-2% -$17.4K 0.17% 145
2019
Q2 		$1.15M Sell
19,598
-2,558
-12% -$148K 0.18% 144
2019
Q1 		$1.25M Buy
+22,156
New +$1.23M 0.24% 110

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Dynamic Advisor Solutions's REGL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 6.1% in Q3 2026, buying an estimated $163K and bringing the position to 30,748 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #262.

Dynamic Advisor Solutions first reported a position in REGL in Q1 2019 and has held it in 20 quarters since. 20 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Dynamic Advisor Solutions held 30,748 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.66M as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,765 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $163K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #262 holding.
  • Dynamic Advisor Solutions first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2019 and has held it in 20 quarters since.
  • 20 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.