Intentional Wealth Strategies’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Intentional Wealth Strategies’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	$844K	Sell	9,218 -1,266	-12%	-$113K	0.79%	23
2026 Q1	$906K	Buy	+10,484	New	+$932K	0.84%	22

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

Intentional Wealth Strategies's REGL Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 12% in Q2 2026, selling an estimated $113K and leaving 9,218 shares worth $844K. The position accounts for 0.79% of the portfolio, ranked #23.

Intentional Wealth Strategies first reported a position in REGL in Q1 2026 and has held it in 2 quarters since. The position peaked at $906K in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Intentional Wealth Strategies held 9,218 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $844K as of Q2 2026.
Intentional Wealth Strategies sold 1,266 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $113K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.79% of Intentional Wealth Strategies's portfolio in Q2 2026, its #23 holding.
Intentional Wealth Strategies first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2026 and has held it in 2 quarters since.
Intentional Wealth Strategies's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $906K in Q1 2026.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.