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

LMG Wealth Partners’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	$4.25M	Buy	46,369 +3,648	+9%	+$326K	0.68%	52
2026 Q1	$3.69M	Buy	42,721 +3,475	+9%	+$309K	0.67%	50
2025 Q4	$3.31M	Buy	39,246 +730	+2%	+$61.3K	0.62%	52
2025 Q3	$3.29M	Buy	38,516 +47	+0.1%	+$3.96K	0.61%	53
2025 Q2	$3.14M	Sell	38,469 -373	-1%	-$29.7K	0.64%	49
2025 Q1	$3.13M	Sell	38,842 -124	-0.3%	-$10.1K	0.7%	45
2024 Q4	$3.14M	Sell	38,966 -61,997	-61%	-$5.17M	0.69%	45
2024 Q3	$8.26M	Buy	100,963 +3,989	+4%	+$313K	1.89%	14
2024 Q2	$7.14M	Buy	96,974 +764	+0.8%	+$57.8K	1.78%	17
2024 Q1	$7.56M	Buy	96,210 +14,935	+18%	+$1.1M	1.9%	14
2023 Q4	$5.98M	Buy	81,275 +9,396	+13%	+$643K	1.66%	21
2023 Q3	$4.8M	Buy	71,879 +45,747	+175%	+$3.2M	1.46%	27
2023 Q2	$1.84M	Buy	26,132 +5,269	+25%	+$366K	0.56%	47
2023 Q1	$1.48M	Buy	20,863 +11,024	+112%	+$802K	0.48%	52
2022 Q4	$727K	Buy	+9,839	New	+$696K	0.24%	67

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

LMG Wealth Partners's REGL Position: Q2 2026 in Review

LMG Wealth Partners increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 8.5% in Q2 2026, buying an estimated $326K and bringing the position to 46,369 shares worth $4.25M. The position accounts for 0.68% of the portfolio, ranked #52.

LMG Wealth Partners first reported a position in REGL in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.26M in Q3 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

LMG Wealth Partners held 46,369 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $4.25M as of Q2 2026.
LMG Wealth Partners bought 3,648 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $326K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.68% of LMG Wealth Partners's portfolio in Q2 2026, its #52 holding.
LMG Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $8.26M 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 LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.