Keystone Financial Services (Nebraska)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Keystone Financial Services (Nebraska)’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	$401K	Buy	4,374 +187	+4%	+$16.7K	0.24%	45
2026 Q1	$362K	Sell	4,187 -366	-8%	-$32.5K	0.24%	42
2025 Q4	$383K	Buy	4,553 +125	+3%	+$10.5K	0.26%	41
2025 Q3	$378K	Sell	4,428 -216	-5%	-$18.2K	0.26%	42
2025 Q2	$379K	Buy	4,644 +1,134	+32%	+$90.4K	0.29%	42
2025 Q1	$283K	Buy	3,510 +650	+23%	+$52.9K	0.24%	42
2024 Q4	$231K	Buy	+2,860	New	+$238K	0.21%	42

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

Keystone Financial Services (Nebraska)'s REGL Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 4.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,374 shares worth $401K. The position accounts for 0.24% of the portfolio, ranked #45.

Keystone Financial Services (Nebraska) first reported a position in REGL in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Keystone Financial Services (Nebraska) held 4,374 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $401K as of Q2 2026.
Keystone Financial Services (Nebraska) bought 187 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $16.7K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.24% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #45 holding.
Keystone Financial Services (Nebraska) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.