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Gilpin Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Gilpin Wealth Management’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
Q3 		$259K Sell
3,000
-270
-8% -$25K 0.18% 112
2026
Q2 		$299K Sell
3,270
-200
-6% -$17.9K 0.21% 105
2026
Q1 		$300K Sell
3,470
-50
-1% -$4.45K 0.24% 92
2025
Q4 		$296K Buy
+3,520
New +$296K 0.23% 90

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Gilpin Wealth Management's REGL Position: Q3 2026 in Review

Gilpin Wealth Management reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 8.3% in Q3 2026, selling an estimated $25K and leaving 3,000 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #112.

Gilpin Wealth Management first reported a position in REGL in Q4 2025 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Gilpin Wealth Management held 3,000 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $259K as of Q3 2026.
  • Gilpin Wealth Management sold 270 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $25K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.18% of Gilpin Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Gilpin Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $300K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.