Fountainhead AM’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Fountainhead AM’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	$200K	Buy	+2,187	New	+$195K	0.15%	93

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

Fountainhead AM's REGL Position: Q2 2026 in Review

Fountainhead AM opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 2,187 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #93 among its holdings.

240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Fountainhead AM held 2,187 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $200K as of Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Fountainhead AM position in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.15% of Fountainhead AM's portfolio in Q2 2026, its #93 holding.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.