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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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return