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

Farther Finance 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
2026 Q1	$349K	Buy	4,017 +3,618	+907%	+$322K	﹤0.01%	1644
2025 Q4	$33.6K	Buy	399 +34	+9%	+$2.85K	﹤0.01%	3081
2025 Q3	$31.1K	Hold	365	–	–	﹤0.01%	2748
2025 Q2	$29.8K	Hold	365	–	–	﹤0.01%	2422
2025 Q1	$29.6K	Hold	365	–	–	﹤0.01%	2167
2024 Q4	$29.4K	Buy	365 +352	+2,708%	+$29.4K	﹤0.01%	1910
2024 Q3	$1.1K	Hold	13	–	–	﹤0.01%	3215
2024 Q2	$971	Sell	13 -409	-97%	-$30.9K	﹤0.01%	3086
2024 Q1	$32.9K	Sell	422 -50	-11%	-$3.7K	﹤0.01%	1330
2023 Q4	$34.7K	Buy	+472	New	+$32.3K	﹤0.01%	1160

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return