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 Q2	$1.96M	Buy	21,390 +101	+0.5%	+$9.02K	1.21%	21
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 $1.89T 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

PMG Wealth Management's REGL Position: Q2 2026 in Review

PMG Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.47% in Q2 2026, buying an estimated $9.02K and bringing the position to 21,390 shares worth $1.96M. The position accounts for 1.21% of the portfolio, ranked #21.

PMG Wealth Management first reported a position in REGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q4 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

PMG Wealth Management held 21,390 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.96M as of Q2 2026.
PMG Wealth Management bought 101 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $9.02K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 1.21% of PMG Wealth Management's portfolio in Q2 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 7 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 Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.