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 Q3	–	Sell	-2,263	Closed	-$207K	–	158
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

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Meridian Financial's REGL Position: Q3 2026 in Review

Meridian Financial sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2026, closing a stake of 2,263 shares — an estimated $207K sold.

Meridian Financial first reported a position in REGL in Q4 2024 and held it in 7 quarters. The position peaked at $224K in Q3 2025. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

Meridian Financial reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2026 after selling out during the quarter.
Meridian Financial sold 2,263 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $207K.
Meridian Financial first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and held it in 7 quarters.
Meridian Financial's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $224K in Q3 2025.
25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.