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Marin Bay Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Marin Bay Wealth 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 		$205K Buy
+2,240
New +$200K 0.11% 129

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

Marin Bay Wealth Advisors's REGL Position: Q2 2026 in Review

Marin Bay Wealth Advisors opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 2,240 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #129 among its holdings.

240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Marin Bay Wealth Advisors held 2,240 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $205K as of Q2 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Marin Bay Wealth Advisors position in Q2 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.11% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.