KFI
REGL icon

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

Key Financial Inc’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 		$780K Sell
8,514
-225
-3% -$20.1K 0.13% 138
2026
Q1 		$755K Hold
8,739
– – 0.13% 144
2025
Q4 		$736K Sell
8,739
-150
-2% -$12.6K 0.13% 135
2025
Q3 		$757K Sell
8,889
-795
-8% -$67K 0.14% 132
2025
Q2 		$790K Buy
9,684
+225
+2% +$17.9K 0.16% 118
2025
Q1 		$763K Sell
9,459
-843
-8% -$68.6K 0.17% 114
2024
Q4 		$831K Buy
10,302
+100
+1% +$8.34K 0.19% 104
2024
Q3 		$834K Buy
10,202
+720
+8% +$56.6K 0.18% 102
2024
Q2 		$698K Buy
9,482
+3,270
+53% +$247K 0.17% 106
2024
Q1 		$488K Buy
6,212
+40
+0.6% +$2.96K 0.12% 139
2023
Q4 		$454K Buy
6,172
+3,418
+124% +$234K 0.12% 134
2023
Q3 		$184K Sell
2,754
-504
-15% -$35.3K 0.06% 215
2023
Q2 		$229K Buy
3,258
+317
+11% +$22K 0.08% 190
2023
Q1 		$208K Buy
2,941
+2,822
+2,371% +$205K 0.08% 190
2022
Q4 		$7.67K Hold
119
– – ﹤0.01% 693
2022
Q3 		$8K Hold
119
– – ﹤0.01% 694
2022
Q2 		$8K Hold
119
– – ﹤0.01% 693
2022
Q1 		$9K Hold
119
– – ﹤0.01% 667
2021
Q4 		$9K Hold
119
– – ﹤0.01% 614
2021
Q3 		$8K Hold
119
– – ﹤0.01% 631
2021
Q2 		$9K Hold
119
– – 0.01% 596
2021
Q1 		$8K Hold
119
– – 0.01% 530
2020
Q4 		$7K Buy
+119
New +$7.05K 0.01% 510
2020
Q2 		– Sell
-119
Closed -$5K – 500
2020
Q1 		$5K Buy
+119
New +$6.57K 0.01% 515

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Financial Inc's REGL Position: Q2 2026 in Review

Key Financial Inc reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 2.6% in Q2 2026, selling an estimated $20.1K and leaving 8,514 shares worth $780K. The position accounts for 0.13% of the portfolio, ranked #138.

Key Financial Inc first reported a position in REGL in Q1 2020 and has held it in 24 quarters since. The position peaked at $834K in Q3 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Key Financial Inc held 8,514 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $780K as of Q2 2026.
  • Key Financial Inc sold 225 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $20.1K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #138 holding.
  • Key Financial Inc first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $834K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.