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MorganRosel Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

MorganRosel Wealth Management’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
2025
Q3 		– Sell
-300
Closed -$24.5K – 299
2025
Q2 		$24.5K Hold
300
– – 0.01% 221
2025
Q1 		$24.2K Buy
+300
New +$24.4K 0.01% 209

Other funds holding REGL

Morgan Stanley
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MorganRosel Wealth Management's REGL Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2025, closing a stake of 300 shares — an estimated $24.5K sold.

MorganRosel Wealth Management first reported a position in REGL in Q1 2025 and held it in 2 quarters. The position peaked at $24.5K in Q2 2025. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 300 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $24.5K.
  • MorganRosel Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $24.5K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.