John Overdeck’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

John Overdeck’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	$449K	Sell	4,900 -46,400	-90%	-$4.15M	﹤0.01%	4233
2026 Q1	$4.43M	Buy	51,300 +1,800	+4%	+$160K	﹤0.01%	2076
2025 Q4	$4.17M	Buy	+49,500	New	+$4.16M	0.01%	1874
2025 Q3	–	Sell	-43,200	Closed	-$3.52M	–	3876
2025 Q2	$3.52M	Sell	43,200 -700	-2%	-$55.8K	0.01%	1457
2025 Q1	$3.54M	Buy	+43,900	New	+$3.57M	0.01%	1333
2024 Q4	–	Sell	-20,300	Closed	-$1.66M	–	3431
2024 Q3	$1.66M	Buy	20,300 +11,600	+133%	+$911K	﹤0.01%	1789
2024 Q2	$640K	Buy	+8,700	New	+$658K	﹤0.01%	2239

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

John Overdeck's REGL Position: Q2 2026 in Review

John Overdeck reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 90% in Q2 2026, selling an estimated $4.15M and leaving 4,900 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #4233.

John Overdeck first reported a position in REGL in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

John Overdeck held 4,900 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $449K as of Q2 2026.
John Overdeck sold 46,400 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $4.15M.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4233 holding.
John Overdeck first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2024 and has held it in 7 quarters since.
John Overdeck's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.43M 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.