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Insight Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Insight Advisors’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
2025
Q1 		– Sell
-2,488
Closed -$200K – 298
2024
Q4 		$200K Buy
2,488
+2
+0.1% +$167 0.03% 283
2024
Q3 		$203K Sell
2,486
-437
-15% -$34.3K 0.04% 289
2024
Q2 		$215K Sell
2,923
-29
-1% -$2.19K 0.04% 271
2024
Q1 		$232K Sell
2,952
-501
-15% -$37K 0.04% 269
2023
Q4 		$254K Sell
3,453
-21,295
-86% -$1.46M 0.05% 235
2023
Q3 		$1.65M Sell
24,748
-38,376
-61% -$2.69M 0.38% 43
2023
Q2 		$4.44M Buy
63,124
+11,237
+22% +$780K 0.99% 11
2023
Q1 		$3.67M Buy
51,887
+1,863
+4% +$136K 0.86% 12
2022
Q4 		$3.58M Sell
50,024
-13,850
-22% -$980K 1.25% 9
2022
Q3 		$4.12M Buy
63,874
+1,097
+2% +$77K 1.62% 7
2022
Q2 		$4.45M Buy
62,777
+3,049
+5% +$214K 1.51% 10
2022
Q1 		$4.32M Buy
59,728
+9,211
+18% +$658K 1.29% 11
2021
Q4 		$3.73M Buy
50,517
+14,475
+40% +$1.04M 1.1% 17
2021
Q3 		$2.61M Buy
36,042
+12,635
+54% +$895K 0.78% 26
2021
Q2 		$1.67M Buy
23,407
+7,773
+50% +$564K 0.52% 48
2021
Q1 		$1.14M Buy
15,634
+5,811
+59% +$387K 0.36% 70
2020
Q4 		$618K Buy
+9,823
New +$582K 0.23% 113

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Insight Advisors's REGL Position: Q1 2025 in Review

Insight Advisors sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 2,488 shares — an estimated $200K sold.

Insight Advisors first reported a position in REGL in Q4 2020 and held it in 17 quarters. The position peaked at $4.45M in Q2 2022. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

  • Insight Advisors reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • Insight Advisors sold 2,488 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $200K.
  • Insight Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2020 and held it in 17 quarters.
  • Insight Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.45M in Q2 2022.
  • 215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.