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

Merit Financial Group’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	$3.77M	Sell	41,177 -9,147	-18%	-$817K	0.02%	511
2026 Q1	$4.35M	Buy	50,324 +12,114	+32%	+$1.08M	0.03%	428
2025 Q4	$3.22M	Buy	+38,210	New	+$3.21M	0.03%	481

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

Merit Financial Group's REGL Position: Q2 2026 in Review

Merit Financial Group reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 18% in Q2 2026, selling an estimated $817K and leaving 41,177 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #511.

Merit Financial Group first reported a position in REGL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.35M in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Merit Financial Group held 41,177 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.77M as of Q2 2026.
Merit Financial Group sold 9,147 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $817K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #511 holding.
Merit Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
Merit Financial Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.35M in Q1 2026.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.