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

Meridian Financial’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	$207K	Sell	2,263 -97	-4%	-$8.67K	0.1%	144
2026 Q1	$204K	Sell	2,360 -271	-10%	-$24.1K	0.11%	141
2025 Q4	$222K	Buy	2,631 +4	+0.2%	+$336	0.12%	135
2025 Q3	$224K	Buy	2,627 +5	+0.2%	+$422	0.13%	129
2025 Q2	$214K	Buy	2,622 +4	+0.2%	+$319	0.14%	118
2025 Q1	$211K	Hold	2,618	–	–	0.15%	114
2024 Q4	$211K	Buy	+2,618	New	+$218K	0.15%	112

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

Meridian Financial's REGL Position: Q2 2026 in Review

Meridian Financial reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 4.1% in Q2 2026, selling an estimated $8.67K and leaving 2,263 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #144.

Meridian Financial first reported a position in REGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Meridian Financial held 2,263 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $207K as of Q2 2026.
Meridian Financial sold 97 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $8.67K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.1% of Meridian Financial's portfolio in Q2 2026, its #144 holding.
Meridian Financial first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 7 quarters since.
Meridian Financial's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $224K in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.