Global Retirement Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Global Retirement Partners’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	$113K	Buy	+1,239	New	+$111K	﹤0.01%	1976
2025 Q4	$121K	Sell	1,439 -14	-1%	-$1.18K	﹤0.01%	1790
2025 Q3	$124K	Hold	1,453	–	–	﹤0.01%	1424
2025 Q2	$118K	Buy	+1,453	New	+$116K	﹤0.01%	1349
2024 Q4	$11.4K	Buy	142 +1	+0.7%	+$83	﹤0.01%	2351
2024 Q3	$11.6K	Hold	141	–	–	﹤0.01%	2236
2024 Q2	$10.4K	Hold	141	–	–	﹤0.01%	2308
2024 Q1	$11.1K	Sell	141 -341	-71%	-$25.2K	﹤0.01%	2077
2023 Q4	$34.5K	Sell	482 -111	-19%	-$7.6K	﹤0.01%	1524
2023 Q3	$38.9K	Sell	593 -74	-11%	-$5.18K	﹤0.01%	1381
2023 Q2	$46.9K	Buy	667 +1	+0.2%	+$69	﹤0.01%	1308
2023 Q1	$46.3K	Hold	666	–	–	﹤0.01%	1278
2022 Q4	$47.6K	Buy	666 +653	+5,023%	+$46.2K	﹤0.01%	1109
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	2559
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	2533
2022 Q1	$1K	Buy	+13	New	+$929	﹤0.01%	2494
2021 Q4	–	Sell	-61	Closed	-$4K	–	1434
2021 Q3	$4K	Buy	+61	New	+$4.32K	﹤0.01%	1705

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

Global Retirement Partners's REGL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 1,239 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #1976 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in REGL as recently as Q4 2025.

Global Retirement Partners first reported a position in REGL in Q3 2021 and has held it in 17 quarters since. The position peaked at $124K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Global Retirement Partners held 1,239 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $113K as of Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Global Retirement Partners position in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1976 holding.
Global Retirement Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2021 and has held it in 17 quarters since.
Global Retirement Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $124K in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.