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 Q2	$92.9K	Sell	1,014 -3,003	-75%	-$268K	﹤0.01%	2758
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 $1.89T 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Farther Finance Advisors's REGL Position: Q2 2026 in Review

Farther Finance Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 75% in Q2 2026, selling an estimated $268K and leaving 1,014 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Farther Finance Advisors first reported a position in REGL in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Farther Finance Advisors held 1,014 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $92.9K as of Q2 2026.
Farther Finance Advisors sold 3,003 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $268K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2758 holding.
Farther Finance Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $349K in Q1 2026.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.