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

Perspective Wealth 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	$590K	Sell	6,443 -3,538	-35%	-$316K	0.32%	48
2026 Q1	$862K	Buy	9,981 +1,592	+19%	+$142K	0.56%	36
2025 Q4	$707K	Buy	+8,389	New	+$704K	0.5%	37

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

Perspective Wealth Advisors's REGL Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 35% in Q2 2026, selling an estimated $316K and leaving 6,443 shares worth $590K. The position accounts for 0.32% of the portfolio, ranked #48.

Perspective Wealth Advisors first reported a position in REGL in Q4 2025 and has held it in 3 quarters since. The position peaked at $862K in Q1 2026. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Perspective Wealth Advisors held 6,443 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $590K as of Q2 2026.
Perspective Wealth Advisors sold 3,538 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $316K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.32% of Perspective Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Perspective Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $862K in Q1 2026.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.