Financial Services Advisory’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Financial Services Advisory’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	-24,237	Closed	-$2.04M	–	71
2025 Q4	$2.04M	Sell	24,237 -433	-2%	-$36.4K	0.73%	28
2025 Q3	$2.11M	Buy	+24,670	New	+$2.08M	0.81%	22

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

Financial Services Advisory's REGL Position: Q1 2026 in Review

Financial Services Advisory sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 24,237 shares — an estimated $2.04M sold.

Financial Services Advisory first reported a position in REGL in Q3 2025 and held it in 2 quarters. The position peaked at $2.11M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Financial Services Advisory reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 24,237 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $2.04M.
Financial Services Advisory first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2025 and held it in 2 quarters.
Financial Services Advisory's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $2.11M in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.