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Harvest Investment Services’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Harvest Investment Services’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 		$864K Buy
9,435
+580
+7% +$51.8K 0.13% 171
2026
Q1 		$765K Buy
8,855
+273
+3% +$24.3K 0.14% 149
2025
Q4 		$723K Sell
8,582
-1,434
-14% -$120K 0.14% 152
2025
Q3 		$855K Sell
10,016
-504
-5% -$42.5K 0.17% 138
2025
Q2 		$858K Buy
10,520
+139
+1% +$11.1K 0.19% 131
2025
Q1 		$837K Buy
10,381
+80
+0.8% +$6.51K 0.23% 107
2024
Q4 		$831K Sell
10,301
-105
-1% -$8.76K 0.2% 122
2024
Q3 		$851K Buy
10,406
+536
+5% +$42.1K 0.27% 96
2024
Q2 		$727K Buy
9,870
+185
+2% +$14K 0.29% 89
2024
Q1 		$761K Sell
9,685
-32
-0.3% -$2.37K 0.31% 81
2023
Q4 		$715K Buy
9,717
+780
+9% +$53.4K 0.33% 85
2023
Q3 		$596K Sell
8,937
-348
-4% -$24.4K 0.38% 70
2023
Q2 		$652K Buy
9,285
+417
+5% +$29K 0.37% 83
2023
Q1 		$627K Buy
8,868
+644
+8% +$46.8K 0.49% 57
2022
Q4 		$588K Buy
8,224
+437
+6% +$30.9K 0.63% 54
2022
Q3 		$501K Sell
7,787
-202
-3% -$14.2K 0.61% 53
2022
Q2 		$538K Buy
7,989
+224
+3% +$15.7K 0.41% 65
2022
Q1 		$561K Sell
7,765
-137
-2% -$9.79K 0.34% 85
2021
Q4 		$582K Sell
7,902
-6,873
-47% -$493K 0.25% 124
2021
Q3 		$1M Buy
14,775
+888
+6% +$62.9K 0.41% 75
2021
Q2 		$990K Buy
13,887
+830
+6% +$60.2K 0.42% 65
2021
Q1 		$909K Sell
13,057
-1,383
-10% -$92K 0.41% 71
2020
Q4 		$907K Sell
14,440
-3,885
-21% -$230K 0.47% 54
2020
Q3 		$972K Sell
18,325
-7,213
-28% -$392K 0.56% 47
2020
Q2 		$1.34M Buy
25,538
+1,263
+5% +$63.1K 0.8% 27
2020
Q1 		$1.09M Sell
24,275
-6,183
-20% -$342K 1.45% 14
2019
Q4 		$1.83M Buy
30,458
+13,901
+84% +$820K 0.97% 24
2019
Q3 		$945K Buy
16,557
+2,418
+17% +$140K 0.47% 48
2019
Q2 		$827K Buy
14,139
+1,276
+10% +$73.6K 0.47% 54
2019
Q1 		$731K Buy
12,863
+2,128
+20% +$118K 0.42% 59
2018
Q4 		$587K Buy
+10,735
New +$586K 0.54% 42

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Harvest Investment Services's REGL Position: Q2 2026 in Review

Harvest Investment Services increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 6.5% in Q2 2026, buying an estimated $51.8K and bringing the position to 9,435 shares worth $864K. The position accounts for 0.13% of the portfolio, ranked #171.

Harvest Investment Services first reported a position in REGL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.83M in Q4 2019. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Harvest Investment Services held 9,435 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $864K as of Q2 2026.
  • Harvest Investment Services bought 580 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $51.8K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.13% of Harvest Investment Services's portfolio in Q2 2026, its #171 holding.
  • Harvest Investment Services first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2018 and has held it in 31 quarters since.
  • Harvest Investment Services's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.83M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.