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 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

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

Gilpin Wealth Management's REGL Position: Q2 2026 in Review

Gilpin Wealth Management reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 5.8% in Q2 2026, selling an estimated $17.9K and leaving 3,270 shares worth $299K. The position accounts for 0.21% of the portfolio, ranked #105.

Gilpin Wealth Management first reported a position in REGL in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Gilpin Wealth Management held 3,270 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $299K as of Q2 2026.
Gilpin Wealth Management sold 200 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $17.9K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.21% of Gilpin Wealth Management's portfolio in Q2 2026, its #105 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 3 quarters since.
Gilpin Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $300K in Q1 2026.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.