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

NewEdge 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	$1.43M	Buy	15,564 +1,373	+10%	+$123K	﹤0.01%	1430
2026 Q1	$1.23M	Sell	14,191 -4,014	-22%	-$357K	﹤0.01%	1382
2025 Q4	$1.53M	Sell	18,205 -26,199	-59%	-$2.2M	0.01%	1206
2025 Q3	$3.79M	Sell	44,404 -1,695	-4%	-$143K	0.02%	741
2025 Q2	$3.76M	Buy	46,099 +8,277	+22%	+$660K	0.02%	679
2025 Q1	$3.05M	Buy	37,822 +31,274	+478%	+$2.55M	0.02%	678
2024 Q4	$528K	Buy	6,548 +276	+4%	+$23K	﹤0.01%	1520
2024 Q3	$513K	Sell	6,272 -1,307	-17%	-$103K	﹤0.01%	1462
2024 Q2	$558K	Buy	7,579 +152	+2%	+$11.5K	﹤0.01%	1349
2024 Q1	$584K	Hold	7,427	–	–	0.01%	1252
2023 Q4	$542K	Buy	7,427 +906	+14%	+$62K	0.01%	1241
2023 Q3	$435K	Sell	6,521 -385	-6%	-$27K	﹤0.01%	1234
2023 Q2	$485K	Buy	6,906 +5,856	+558%	+$407K	0.01%	1206
2023 Q1	$74.3K	Sell	1,050 -3,605	-77%	-$262K	﹤0.01%	1851
2022 Q4	$258K	Hold	4,655	–	–	0.01%	1076
2022 Q3	$300K	Sell	4,655 -788	-14%	-$55.3K	﹤0.01%	1211
2022 Q2	$367K	Buy	+5,443	New	+$382K	0.01%	1123
2022 Q1	–	Sell	-5,441	Closed	-$401K	–	1525
2021 Q4	$401K	Buy	+5,441	New	+$390K	0.01%	1181

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

NewEdge Advisors's REGL Position: Q2 2026 in Review

NewEdge Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 9.7% in Q2 2026, buying an estimated $123K and bringing the position to 15,564 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

NewEdge Advisors first reported a position in REGL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.79M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

NewEdge Advisors held 15,564 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.43M as of Q2 2026.
NewEdge Advisors bought 1,373 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $123K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1430 holding.
NewEdge Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.79M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.