BFC Planning, Inc.’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

BFC Planning, Inc.’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	$3.88M	Sell	42,337 -2,878	-6%	-$257K	0.16%	145
2026 Q1	$3.91M	Buy	45,215 +505	+1%	+$44.9K	0.17%	115
2025 Q4	$3.77M	Sell	44,710 -513	-1%	-$43.1K	0.17%	126
2025 Q3	$3.86M	Buy	45,223 +173	+0.4%	+$14.6K	0.28%	66
2025 Q2	$3.67M	Buy	45,050 +295	+0.7%	+$23.5K	0.29%	69
2025 Q1	$3.61M	Sell	44,755 -1,645	-4%	-$134K	0.32%	69
2024 Q4	$3.74M	Buy	+46,400	New	+$3.87M	0.31%	66

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 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 $468B AUM 17.69% 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

BFC Planning, Inc.'s REGL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 6.4% in Q2 2026, selling an estimated $257K and leaving 42,337 shares worth $3.88M. The position accounts for 0.16% of the portfolio, ranked #145.

BFC Planning, Inc. first reported a position in REGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.91M in Q1 2026. 244 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

BFC Planning, Inc. held 42,337 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.88M as of Q2 2026.
BFC Planning, Inc. sold 2,878 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $257K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.16% of BFC Planning, Inc.'s portfolio in Q2 2026, its #145 holding.
BFC Planning, Inc. first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.91M in Q1 2026.
244 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.