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 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

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

Independent Financial Group's REGL Position: Q2 2026 in Review

Independent Financial Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.04% in Q2 2026, buying an estimated $179 and bringing the position to 4,584 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1067.

Independent Financial Group first reported a position in REGL in Q4 2023 and has held it in 9 quarters since. The position peaked at $528K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Independent Financial Group held 4,584 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $420K as of Q2 2026.
Independent Financial Group bought 2 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $179.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1067 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 9 quarters since.
Independent Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $528K 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.