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Independent Financial Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Independent Financial Group’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
Q3 		$390K Sell
4,515
-69
-2% -$6.39K 0.01% 1123
2026
Q2 		$420K Buy
4,584
+2
+0% +$179 0.01% 1067
2026
Q1 		$396K Sell
4,582
-511
-10% -$45.4K 0.01% 1037
2025
Q4 		$429K Sell
5,093
-1,095
-18% -$91.9K 0.01% 969
2025
Q3 		$528K Buy
6,188
+1,932
+45% +$163K 0.01% 831
2025
Q2 		$347K Buy
+4,256
New +$339K 0.01% 955
2025
Q1 		– Sell
-2,577
Closed -$208K – 1248
2024
Q4 		$208K Buy
+2,577
New +$215K 0.01% 1083
2024
Q3 		– Sell
-2,858
Closed -$210K – 1185
2024
Q2 		$210K Sell
2,858
-926
-24% -$70K 0.01% 1008
2024
Q1 		$297K Sell
3,784
-398
-10% -$29.4K 0.01% 784
2023
Q4 		$308K Buy
+4,182
New +$286K 0.02% 714

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Independent Financial Group's REGL Position: Q3 2026 in Review

Independent Financial Group reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1.5% in Q3 2026, selling an estimated $6.39K and leaving 4,515 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1123.

Independent Financial Group first reported a position in REGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $528K in Q3 2025. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Independent Financial Group held 4,515 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $390K as of Q3 2026.
  • Independent Financial Group sold 69 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $6.39K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1123 holding.
  • Independent Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 10 quarters since.
  • Independent Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $528K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.