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

Focus Financial Network’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 Q3	–	Sell	-4,867	Closed	-$397K	–	762
2025 Q2	$397K	Buy	+4,867	New	+$388K	0.02%	487
2023 Q3	–	Sell	-9,325	Closed	-$655K	–	611
2023 Q2	$655K	Sell	9,325 -337	-3%	-$23.4K	0.04%	301
2023 Q1	$684K	Buy	9,662 +2,286	+31%	+$166K	0.04%	295
2022 Q4	$528K	Buy	7,376 +1,032	+16%	+$73K	0.04%	278
2022 Q3	$409K	Buy	+6,344	New	+$445K	0.04%	312

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Financial Network's REGL Position: Q3 2025 in Review

Focus Financial Network sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2025, closing a stake of 4,867 shares — an estimated $397K sold.

Focus Financial Network first reported a position in REGL in Q3 2022 and held it in 5 quarters. The position peaked at $684K in Q1 2023. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

Focus Financial Network reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
Focus Financial Network sold 4,867 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $397K.
Focus Financial Network first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2022 and held it in 5 quarters.
Focus Financial Network's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $684K in Q1 2023.
230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.