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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
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

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dynamic Advisor Solutions's REGL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 8.9% in Q2 2026, buying an estimated $211K and bringing the position to 28,983 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #263.

Dynamic Advisor Solutions first reported a position in REGL in Q1 2019 and has held it in 19 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Dynamic Advisor Solutions held 28,983 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.65M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,364 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $211K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #263 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 19 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.