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

Empirical 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 Q1	–	Sell	-2,571	Closed	-$217K	–	1028
2025 Q4	$217K	Sell	2,571 -1,206	-32%	-$101K	﹤0.01%	830
2025 Q3	$322K	Buy	3,777 +1,134	+43%	+$95.6K	0.01%	590
2025 Q2	$215K	Sell	2,643 -304	-10%	-$24.2K	﹤0.01%	628
2025 Q1	$238K	Buy	+2,947	New	+$240K	0.01%	568
2023 Q4	–	Sell	-4,758	Closed	-$318K	–	509
2023 Q3	$318K	Sell	4,758 -2,222	-32%	-$156K	0.01%	362
2023 Q2	$490K	Hold	6,980	–	–	0.02%	307
2023 Q1	$494K	Buy	6,980 +40	+0.6%	+$2.91K	0.02%	325
2022 Q4	$497K	Hold	6,940	–	–	0.02%	309
2022 Q3	$447K	Hold	6,940	–	–	0.02%	319
2022 Q2	$468K	Buy	6,940 +45	+0.7%	+$3.15K	0.02%	307
2022 Q1	$498K	Sell	6,895 -3,000	-30%	-$214K	0.02%	331
2021 Q4	$730K	Hold	9,895	–	–	0.04%	274
2021 Q3	$670K	Hold	9,895	–	–	0.04%	245
2021 Q2	$706K	Buy	+9,895	New	+$718K	0.04%	233

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Empirical Wealth Management's REGL Position: Q1 2026 in Review

Empirical Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 2,571 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in REGL in Q2 2021 and held it in 14 quarters. The position peaked at $730K in Q4 2021. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Empirical Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 2,571 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $217K.
Empirical Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2021 and held it in 14 quarters.
Empirical Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $730K in Q4 2021.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.