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

PlanVest Financial’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 		$8.07K Hold
88
– – 0.01% 424
2026
Q1 		$7.62K Buy
+88
New +$7.82K 0.01% 403

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PlanVest Financial's REGL Position: Q2 2026 in Review

PlanVest Financial held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 88 shares worth $8.07K. The position accounts for 0.01% of the portfolio, ranked #424.

PlanVest Financial first reported a position in REGL in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • PlanVest Financial held 88 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $8.07K as of Q2 2026.
  • PlanVest Financial left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #424 holding.
  • PlanVest Financial first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.