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MSH Capital Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

MSH Capital Advisors’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 		$1.26M Buy
13,776
+2,278
+20% +$204K 0.22% 107
2026
Q1 		$994K Sell
11,498
-1,031
-8% -$91.7K 0.21% 111
2025
Q4 		$1.06M Buy
12,529
+217
+2% +$18.2K 0.23% 110
2025
Q3 		$1.05M Sell
12,312
-192
-2% -$16.2K 0.28% 95
2025
Q2 		$1.02M Buy
12,504
+173
+1% +$13.8K 0.29% 93
2025
Q1 		$995K Buy
12,331
+63
+0.5% +$5.13K 0.31% 92
2024
Q4 		$990K Buy
12,268
+495
+4% +$41.3K 0.31% 88
2024
Q3 		$963K Buy
11,773
+533
+5% +$41.9K 0.29% 91
2024
Q2 		$827K Buy
11,240
+606
+6% +$45.8K 0.28% 96
2024
Q1 		$835K Buy
10,634
+564
+6% +$41.7K 0.29% 92
2023
Q4 		$741K Buy
10,070
+531
+6% +$36.4K 0.28% 101
2023
Q3 		$637K Buy
9,539
+623
+7% +$43.6K 0.25% 105
2023
Q2 		$627K Buy
8,916
+262
+3% +$18.2K 0.23% 110
2023
Q1 		$612K Hold
8,654
– – 0.26% 102
2022
Q4 		$619K Buy
8,654
+217
+3% +$15.4K 0.28% 102
2022
Q3 		$544K Buy
8,437
+217
+3% +$15.2K 0.27% 97
2022
Q2 		$555K Buy
8,220
+380
+5% +$26.6K 0.26% 100
2022
Q1 		$567K Buy
7,840
+634
+9% +$45.3K 0.23% 104
2021
Q4 		$531K Buy
+7,206
New +$517K 0.24% 100

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MSH Capital Advisors's REGL Position: Q2 2026 in Review

MSH Capital Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 20% in Q2 2026, buying an estimated $204K and bringing the position to 13,776 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #107.

MSH Capital Advisors first reported a position in REGL in Q4 2021 and has held it in 19 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • MSH Capital Advisors held 13,776 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.26M as of Q2 2026.
  • MSH Capital Advisors bought 2,278 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $204K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.22% of MSH Capital Advisors's portfolio in Q2 2026, its #107 holding.
  • MSH Capital Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.