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

NewEdge Wealth’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 Q1	$828K	Buy	9,580 +3,430	+56%	+$305K	0.01%	672
2025 Q4	$518K	Hold	6,150	–	–	0.01%	827
2025 Q3	$506K	Hold	6,150	–	–	0.01%	746
2025 Q2	$509K	Hold	6,150	–	–	0.01%	707
2025 Q1	$496K	Buy	6,150 +2,550	+71%	+$208K	0.01%	653
2024 Q4	$290K	Hold	3,600	–	–	0.01%	774
2024 Q3	$294K	Hold	3,600	–	–	0.01%	731
2024 Q2	$265K	Hold	3,600	–	–	0.01%	664
2024 Q1	$273K	Hold	3,600	–	–	0.01%	684
2023 Q4	$265K	Hold	3,600	–	–	0.01%	646
2023 Q3	$240K	Hold	3,600	–	–	0.01%	579
2023 Q2	$253K	Hold	3,600	–	–	0.01%	565
2023 Q1	$255K	Buy	+3,600	New	+$262K	0.01%	538

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's REGL Position: Q1 2026 in Review

NewEdge Wealth increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 56% in Q1 2026, buying an estimated $305K and bringing the position to 9,580 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #672.

NewEdge Wealth first reported a position in REGL in Q1 2023 and has held it in 13 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

NewEdge Wealth held 9,580 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $828K as of Q1 2026.
NewEdge Wealth bought 3,430 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $305K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #672 holding.
NewEdge Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2023 and has held it in 13 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.