Jones Financial Companies
REGL icon

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

Jones Financial Companies’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
Q1 		$7.35M Buy
86,495
+7,692
+10% +$684K ﹤0.01% 933
2025
Q4 		$6.64M Buy
78,803
+8,566
+12% +$719K ﹤0.01% 555
2025
Q3 		$5.98M Buy
70,237
+6,685
+11% +$564K ﹤0.01% 527
2025
Q2 		$5.18M Buy
63,552
+15,967
+34% +$1.27M ﹤0.01% 487
2025
Q1 		$3.82M Buy
47,585
+7,566
+19% +$616K ﹤0.01% 490
2024
Q4 		$3.23M Buy
40,019
+12,038
+43% +$1M ﹤0.01% 450
2024
Q3 		$2.28M Buy
27,981
+20,399
+269% +$1.6M ﹤0.01% 430
2024
Q2 		$558K Buy
+7,582
New +$573K ﹤0.01% 539

Other funds holding REGL

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Raymond James Financial
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LPL Financial
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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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return