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

PMG Wealth Management’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	$1.84M	Sell	21,289 -3,392	-14%	-$302K	1.33%	21
2025 Q4	$2.08M	Buy	24,681 +1,020	+4%	+$85.6K	1.52%	20
2025 Q3	$2.01M	Buy	23,661 +64	+0.3%	+$5.4K	1.53%	21
2025 Q2	$1.92M	Sell	23,597 -22,811	-49%	-$1.82M	1.59%	21
2025 Q1	$3.74M	Sell	46,408 -1,570	-3%	-$128K	3.98%	10
2024 Q4	$3.87M	Buy	+47,978	New	+$4M	3.52%	12

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

PMG Wealth Management's REGL Position: Q1 2026 in Review

PMG Wealth Management reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 14% in Q1 2026, selling an estimated $302K and leaving 21,289 shares worth $1.84M. The position accounts for 1.33% of the portfolio, ranked #21.

PMG Wealth Management first reported a position in REGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

PMG Wealth Management held 21,289 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.84M as of Q1 2026.
PMG Wealth Management sold 3,392 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $302K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 1.33% of PMG Wealth Management's portfolio in Q1 2026, its #21 holding.
PMG Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.87M in Q4 2024.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.