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Matthew Hamilton Rosenberg’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$16.6K Hold
192
– – ﹤0.01% 581
2026
Q2 		$17.6K Hold
192
– – ﹤0.01% 562
2026
Q1 		$16.6K Hold
192
– – ﹤0.01% 563
2025
Q4 		$16.2K Sell
192
-254
-57% -$21.3K ﹤0.01% 568
2025
Q3 		$38.1K Sell
446
-625
-58% -$52.7K 0.01% 461
2025
Q2 		$87.3K Buy
1,071
+131
+14% +$10.4K 0.02% 359
2025
Q1 		$75.8K Buy
940
+550
+141% +$44.8K 0.02% 357
2024
Q4 		$31.5K Buy
+390
New +$32.5K 0.01% 485

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Matthew Hamilton Rosenberg's REGL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q3 2026 at 192 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Matthew Hamilton Rosenberg first reported a position in REGL in Q4 2024 and has held it in 8 quarters since. The position peaked at $87.3K in Q2 2025. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 192 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $16.6K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q3 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #581 holding.
  • Matthew Hamilton Rosenberg first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 8 quarters since.
  • Matthew Hamilton Rosenberg's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $87.3K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.