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

Northwest Financial 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	$787K	Buy	8,595 +7	+0.1%	+$625	0.1%	31
2026 Q1	$742K	Sell	8,588 -231	-3%	-$20.5K	1.43%	17
2025 Q4	$743K	Sell	8,819 -1,119	-11%	-$93.9K	1.53%	15
2025 Q3	$848K	Sell	9,938 -640	-6%	-$54K	1.09%	27
2025 Q2	$862K	Sell	10,578 -231	-2%	-$18.4K	1.2%	24
2025 Q1	$872K	Hold	10,809	–	–	0.72%	37
2024 Q4	$872K	Buy	10,809 +14	+0.1%	+$1.17K	0.72%	35
2024 Q3	$883K	Buy	10,795 +6	+0.1%	+$471	0.7%	31
2024 Q2	$794K	Sell	10,789 -743	-6%	-$56.2K	0.81%	29
2024 Q1	$906K	Sell	11,532 -74	-0.6%	-$5.47K	0.99%	24
2023 Q4	$854K	Buy	+11,606	New	+$795K	0.73%	26

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

Northwest Financial Advisors's REGL Position: Q2 2026 in Review

Northwest Financial Advisors increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.08% in Q2 2026, buying an estimated $625 and bringing the position to 8,595 shares worth $787K. The position accounts for 0.1% of the portfolio, ranked #31.

Northwest Financial Advisors first reported a position in REGL in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q1 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Northwest Financial Advisors held 8,595 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $787K as of Q2 2026.
Northwest Financial Advisors bought 7 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $625.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.1% of Northwest Financial Advisors's portfolio in Q2 2026, its #31 holding.
Northwest Financial Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $906K in Q1 2024.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.