Mariner
REGL icon

Mariner’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Mariner’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 		$298K Sell
3,443
-2,291
-40% -$204K ﹤0.01% 2878
2025
Q4 		$483K Sell
5,734
-25,762
-82% -$2.16M ﹤0.01% 2467
2025
Q3 		$2.69M Buy
31,496
+25,583
+433% +$2.16M ﹤0.01% 1253
2025
Q2 		$482K Buy
5,913
+2,722
+85% +$217K ﹤0.01% 2366
2025
Q1 		$257K Sell
3,191
-53
-2% -$4.31K ﹤0.01% 2773
2024
Q4 		$262K Buy
+3,244
New +$271K ﹤0.01% 2757
2023
Q3 		– Sell
-4,231
Closed -$297K – 2997
2023
Q2 		$297K Buy
4,231
+117
+3% +$8.12K ﹤0.01% 2129
2023
Q1 		$291K Sell
4,114
-5,372
-57% -$391K ﹤0.01% 2092
2022
Q4 		$679K Buy
9,486
+5,465
+136% +$387K ﹤0.01% 1459
2022
Q3 		$259K Buy
+4,021
New +$282K ﹤0.01% 1879
2017
Q2 		– Sell
-5,000
Closed -$258K – 550
2017
Q1 		$258K Buy
+5,000
New +$257K 0.01% 494

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return