EWA
REGL icon

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

EP Wealth 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
2025
Q2 		$127K Sell
1,563
-471
-23% -$37.6K ﹤0.01% 1345
2025
Q1 		$164K Buy
2,034
+325
+19% +$26.5K ﹤0.01% 1174
2024
Q4 		$138K Sell
1,709
-246
-13% -$20.5K ﹤0.01% 1160
2024
Q3 		$160K Sell
1,955
-116
-6% -$9.12K ﹤0.01% 1090
2024
Q2 		$152K Sell
2,071
-72
-3% -$5.44K ﹤0.01% 786
2024
Q1 		$168K Buy
+2,143
New +$158K ﹤0.01% 757

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's REGL Position: Q2 2025 in Review

EP Wealth Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 23% in Q2 2025, selling an estimated $37.6K and leaving 1,563 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

EP Wealth Advisors first reported a position in REGL in Q1 2024 and has held it in 6 quarters since. The position peaked at $168K in Q1 2024. 229 funds tracked by Wall St. Rank hold REGL as of Q2 2025.

  • EP Wealth Advisors held 1,563 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $127K as of Q2 2025.
  • EP Wealth Advisors sold 471 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2025, an estimated $37.6K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1345 holding.
  • EP Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $168K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.