Gladstone Institutional Advisory’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Gladstone Institutional Advisory’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	$5.29M	Buy	57,754 +1,060	+2%	+$94.7K	0.17%	127
2026 Q1	$4.9M	Buy	56,694 +11,861	+26%	+$1.05M	0.18%	128
2025 Q4	$3.78M	Buy	44,833 +1,781	+4%	+$150K	0.14%	153
2025 Q3	$3.67M	Sell	43,052 -1,586	-4%	-$134K	0.14%	159
2025 Q2	$3.64M	Sell	44,638 -1,783	-4%	-$142K	0.15%	155
2025 Q1	$3.74M	Sell	46,421 -8,538	-16%	-$695K	0.17%	139
2024 Q4	$4.43M	Buy	54,959 +35,850	+188%	+$2.99M	0.21%	112
2024 Q3	$1.56M	Buy	+19,109	New	+$1.5M	0.08%	261
2022 Q3	–	Sell	-3,440	Closed	-$232K	–	673
2022 Q2	$232K	Sell	3,440 -723	-17%	-$50.7K	0.02%	567
2022 Q1	$301K	Buy	4,163 +533	+15%	+$38.1K	0.02%	549
2021 Q4	$268K	Buy	+3,630	New	+$260K	0.02%	499
2019 Q3	–	Sell	-3,788	Closed	-$221K	–	298
2019 Q2	$221K	Sell	3,788 -11,270	-75%	-$650K	0.07%	248
2019 Q1	$848K	Sell	15,058 -396	-3%	-$22K	0.31%	69
2018 Q4	$799K	Buy	+15,454	New	+$843K	0.47%	48

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

Gladstone Institutional Advisory's REGL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1.9% in Q2 2026, buying an estimated $94.7K and bringing the position to 57,754 shares worth $5.29M. The position accounts for 0.17% of the portfolio, ranked #127.

Gladstone Institutional Advisory first reported a position in REGL in Q4 2018 and has held it in 14 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Gladstone Institutional Advisory held 57,754 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $5.29M as of Q2 2026.
Gladstone Institutional Advisory bought 1,060 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $94.7K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #127 holding.
Gladstone Institutional Advisory first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2018 and has held it in 14 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.