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

IFG 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	$85.6K	Buy	+935	New	+$83.5K	﹤0.01%	1140
2025 Q4	–	Sell	-4,974	Closed	-$425K	–	793
2025 Q3	$425K	Buy	4,974 +1,743	+54%	+$147K	0.02%	536
2025 Q2	$263K	Sell	3,231 -1,309	-29%	-$104K	0.01%	638
2025 Q1	$366K	Buy	+4,540	New	+$370K	0.02%	509

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

IFG Advisory's REGL Position: Q2 2026 in Review

IFG Advisory opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 935 shares worth $85.6K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: IFG Advisory previously reported a position in REGL as recently as Q3 2025.

IFG Advisory first reported a position in REGL in Q1 2025 and has held it in 4 quarters since. The position peaked at $425K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

IFG Advisory held 935 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $85.6K as of Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new IFG Advisory position in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1140 holding.
IFG Advisory first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and has held it in 4 quarters since.
IFG Advisory's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $425K 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.