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Kraematon Investment Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Kraematon Investment 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 		$1.01M Buy
11,013
+25
+0.2% +$2.23K 0.75% 41
2026
Q1 		$949K Sell
10,988
-561
-5% -$49.9K 0.77% 36
2025
Q4 		$973K Buy
11,549
+577
+5% +$48.4K 0.77% 37
2025
Q3 		$936K Buy
10,972
+49
+0.4% +$4.13K 0.8% 36
2025
Q2 		$891K Sell
10,923
-269
-2% -$21.5K 0.84% 35
2025
Q1 		$903K Sell
11,192
-647
-5% -$52.7K 0.92% 35
2024
Q4 		$955K Buy
11,839
+67
+0.6% +$5.59K 0.94% 34
2024
Q3 		$963K Sell
11,772
-377
-3% -$29.6K 0.95% 37
2024
Q2 		$894K Sell
12,149
-388
-3% -$29.3K 0.91% 38
2024
Q1 		$985K Sell
12,537
-1,788
-12% -$132K 0.99% 34
2023
Q4 		$1.05M Sell
14,325
-1,697
-11% -$116K 1.16% 26
2023
Q3 		$1.07M Sell
16,022
-149
-0.9% -$10.4K 1.32% 24
2023
Q2 		$1.14M Sell
16,171
-353
-2% -$24.5K 1.25% 25
2023
Q1 		$1.17M Sell
16,524
-220
-1% -$16K 1.35% 23
2022
Q4 		$1.2M Sell
16,744
-107
-0.6% -$7.57K 1.3% 22
2022
Q3 		$1.09M Sell
16,851
-271
-2% -$19K 1.4% 25
2022
Q2 		$1.16M Sell
17,122
-296
-2% -$20.8K 1.34% 26
2022
Q1 		$1.26M Sell
17,418
-8
-0% -$571 1.2% 29
2021
Q4 		$1.28M Buy
+17,426
New +$1.25M 1.15% 28

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

Kraematon Investment Advisors's REGL Position: Q2 2026 in Review

Kraematon Investment Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.23% in Q2 2026, buying an estimated $2.23K and bringing the position to 11,013 shares worth $1.01M. The position accounts for 0.75% of the portfolio, ranked #41.

Kraematon Investment Advisors first reported a position in REGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2021. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Kraematon Investment Advisors held 11,013 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.01M as of Q2 2026.
  • Kraematon Investment Advisors bought 25 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $2.23K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.75% of Kraematon Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Kraematon Investment Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
  • Kraematon Investment Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.28M in Q4 2021.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.