GAFA
REGL icon

Garton & Associates Financial Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Garton & Associates Financial Advisors’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
-595
Closed -$50.1K – 572
2025
Q4 		$50.1K Buy
+595
New +$50K 0.03% 375

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's REGL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 595 shares — an estimated $50.1K sold.

Garton & Associates Financial Advisors first reported a position in REGL in Q4 2025 and held it in 1 quarter. The position peaked at $50.1K in Q4 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 595 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $50.1K.
  • Garton & Associates Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $50.1K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.