Landmark Wealth Management (New York)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Landmark Wealth Management (New York)’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	$3.88M	Buy	42,336 +2,188	+5%	+$195K	0.93%	24
2026 Q1	$3.47M	Buy	40,148 +8,245	+26%	+$733K	0.93%	24
2025 Q4	$2.69M	Buy	31,903 +1,280	+4%	+$107K	1.03%	25
2025 Q3	$2.61M	Buy	30,623 +531	+2%	+$44.8K	1.04%	27
2025 Q2	$2.45M	Sell	30,092 -1,753	-6%	-$140K	1.04%	25
2025 Q1	$2.57M	Sell	31,845 -16,293	-34%	-$1.33M	1.13%	27
2024 Q4	$3.88M	Sell	48,138 -1,504	-3%	-$125K	1.72%	18
2024 Q3	$4.06M	Sell	49,642 -899	-2%	-$70.6K	1.77%	18
2024 Q2	$3.72M	Buy	50,541 +271	+0.5%	+$20.5K	2.9%	10
2024 Q1	$3.95M	Buy	50,270 +260	+0.5%	+$19.2K	1.83%	17
2023 Q4	$3.68M	Buy	50,010 +3,223	+7%	+$221K	1.81%	17
2023 Q3	$3.12M	Sell	46,787 -567	-1%	-$39.7K	1.77%	16
2023 Q2	$3.33M	Buy	47,354 +2,220	+5%	+$154K	2.95%	11
2023 Q1	$3.19M	Buy	45,134 +10,208	+29%	+$743K	1.78%	16
2022 Q4	$2.5M	Sell	34,926 -982	-3%	-$69.5K	1.81%	15
2022 Q3	$2.31M	Sell	35,908 -1,269	-3%	-$89.1K	1.75%	17
2022 Q2	$2.51M	Sell	37,177 -55,101	-60%	-$3.86M	3.21%	9
2022 Q1	$3.38M	Buy	92,278 +45,415	+97%	+$3.24M	1.78%	14
2021 Q4	$3K	Buy	+46,863	New	+$3.36M	1.75%	13

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

Landmark Wealth Management (New York)'s REGL Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 5.4% in Q2 2026, buying an estimated $195K and bringing the position to 42,336 shares worth $3.88M. The position accounts for 0.93% of the portfolio, ranked #24.

Landmark Wealth Management (New York) first reported a position in REGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.06M in Q3 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Landmark Wealth Management (New York) held 42,336 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.88M as of Q2 2026.
Landmark Wealth Management (New York) bought 2,188 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $195K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.93% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #24 holding.
Landmark Wealth Management (New York) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
Landmark Wealth Management (New York)'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.06M 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 Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.