Financial Advocates Investment Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-5,620	Closed	-$453K	–	736
2025 Q1	$453K	Buy	+5,620	New	+$457K	0.03%	448
2022 Q3	–	Sell	-5,667	Closed	-$383K	–	817
2022 Q2	$383K	Buy	+5,667	New	+$397K	0.03%	454
2021 Q1	–	Sell	-16,998	Closed	-$1.07M	–	791
2020 Q4	$1.07M	Sell	16,998 -577	-3%	-$34.2K	0.07%	291
2020 Q3	$933K	Buy	+17,575	New	+$955K	0.08%	263
2020 Q1	–	Sell	-19,047	Closed	-$1.15M	–	534
2019 Q4	$1.15M	Buy	19,047 +1,675	+10%	+$98.8K	0.12%	194
2019 Q3	$1.01M	Sell	17,372 -1,244	-7%	-$72.1K	0.12%	187
2019 Q2	$1.09M	Buy	18,616 +1,622	+10%	+$93.6K	0.13%	174
2019 Q1	$957K	Sell	16,994 -725	-4%	-$40.2K	0.12%	188
2018 Q4	$917K	Sell	17,719 -335	-2%	-$18.3K	0.13%	175
2018 Q3	$1.03M	Buy	18,054 +2,121	+13%	+$120K	0.11%	183
2018 Q2	$871K	Sell	15,933 -161	-1%	-$8.67K	0.11%	200
2018 Q1	$853K	Sell	16,094 -591	-4%	-$31.7K	0.11%	192
2017 Q4	$910K	Buy	+16,685	New	+$895K	0.12%	175

Other funds holding REGL

CCM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's REGL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2025, closing a stake of 5,620 shares — an estimated $453K sold.

Financial Advocates Investment Management first reported a position in REGL in Q4 2017 and held it in 13 quarters. The position peaked at $1.15M in Q4 2019. 229 funds tracked by Wall St. Rank hold REGL as of Q2 2025.

Financial Advocates Investment Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,620 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2025, an estimated $453K.
Financial Advocates Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and held it in 13 quarters.
Financial Advocates Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.15M in Q4 2019.
229 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.