Kingsview Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Kingsview Wealth Management’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	–	Sell	-3,893	Closed	-$328K	–	1405
2025 Q4	$328K	Sell	3,893 -80	-2%	-$6.72K	﹤0.01%	994
2025 Q3	$339K	Buy	3,973 +24	+0.6%	+$2.02K	0.01%	921
2025 Q2	$322K	Sell	3,949 -1,059	-21%	-$84.5K	0.01%	911
2025 Q1	$404K	Hold	5,008	–	–	0.01%	798
2024 Q4	$404K	Sell	5,008 -322	-6%	-$26.9K	0.01%	806
2024 Q3	$436K	Sell	5,330 -377	-7%	-$29.6K	0.01%	763
2024 Q2	$420K	Sell	5,707 -43,396	-88%	-$3.28M	0.01%	743
2024 Q1	$3.86M	Buy	49,103 +4,829	+11%	+$357K	0.1%	201
2023 Q4	$3.26M	Buy	44,274 +178	+0.4%	+$12.2K	0.1%	195
2023 Q3	$2.94M	Buy	44,096 +6,700	+18%	+$469K	0.11%	209
2023 Q2	$2.63M	Buy	37,396 +2,124	+6%	+$147K	0.1%	204
2023 Q1	$2.5M	Sell	35,272 -4,775	-12%	-$347K	0.1%	211
2022 Q4	$2.87M	Buy	40,047 +1,629	+4%	+$115K	0.12%	192
2022 Q3	$2.48M	Sell	38,418 -2,378	-6%	-$167K	0.12%	196
2022 Q2	$2.75M	Buy	40,796 +3,946	+11%	+$277K	0.13%	175
2022 Q1	$2.66M	Buy	36,850 +4,771	+15%	+$341K	0.12%	188
2021 Q4	$2.37M	Buy	32,079 +948	+3%	+$68K	0.1%	214
2021 Q3	$2.11M	Sell	31,131 -1,734	-5%	-$123K	0.1%	209
2021 Q2	$2.36M	Sell	32,865 -3,758	-10%	-$273K	0.12%	192
2021 Q1	$2.57M	Buy	36,623 +9,359	+34%	+$623K	0.15%	151
2020 Q4	$1.71M	Sell	27,264 -1,957	-7%	-$116K	0.12%	180
2020 Q3	$1.55M	Sell	29,221 -769	-3%	-$41.8K	0.14%	163
2020 Q2	$1.58M	Buy	29,990 +55	+0.2%	+$2.75K	0.16%	147
2020 Q1	$1.35M	Sell	29,935 -17,166	-36%	-$948K	0.18%	143
2019 Q4	$2.84M	Buy	47,101 +6,453	+16%	+$381K	0.36%	81
2019 Q3	$2.36M	Sell	40,648 -6,141	-13%	-$356K	0.37%	74
2019 Q2	$2.73M	Buy	46,789 +15,047	+47%	+$868K	0.46%	61
2019 Q1	$1.79M	Buy	+31,742	New	+$1.76M	0.27%	104

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Kingsview Wealth Management's REGL Position: Q1 2026 in Review

Kingsview Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 3,893 shares — an estimated $328K sold.

Kingsview Wealth Management first reported a position in REGL in Q1 2019 and held it in 28 quarters. The position peaked at $3.86M in Q1 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Kingsview Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 3,893 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $328K.
Kingsview Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2019 and held it in 28 quarters.
Kingsview Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.86M in Q1 2024.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.