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

Key Client Fiduciary 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
2026 Q2	$415K	Buy	4,529 +2	+0%	+$179	0.12%	146
2026 Q1	$391K	Buy	4,527 +322	+8%	+$28.6K	0.13%	138
2025 Q4	$354K	Buy	4,205 +467	+12%	+$39.2K	0.12%	144
2025 Q3	$319K	Buy	3,738 +123	+3%	+$10.4K	0.11%	159
2025 Q2	$295K	Buy	3,615 +187	+5%	+$14.9K	0.12%	157
2025 Q1	$276K	Buy	3,428 +471	+16%	+$38.3K	0.13%	154
2024 Q4	$238K	Buy	2,957 +196	+7%	+$16.3K	0.11%	170
2024 Q3	$226K	Buy	+2,761	New	+$217K	0.1%	178

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

Key Client Fiduciary Advisors's REGL Position: Q2 2026 in Review

Key Client Fiduciary Advisors 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 4,529 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #146.

Key Client Fiduciary Advisors first reported a position in REGL in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Key Client Fiduciary Advisors held 4,529 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $415K as of Q2 2026.
Key Client Fiduciary Advisors 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 0.12% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #146 holding.
Key Client Fiduciary Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.