Premier Path Wealth Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Premier Path Wealth Partners’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	$3.27M	Buy	35,676 +7,952	+29%	+$710K	0.38%	65
2026 Q1	$2.4M	Sell	27,724 -3,856	-12%	-$343K	0.31%	72
2025 Q4	$2.66M	Sell	31,580 -1,254	-4%	-$105K	0.34%	64
2025 Q3	$2.8M	Buy	32,834 +2,249	+7%	+$190K	0.36%	61
2025 Q2	$2.49M	Buy	30,585 +418	+1%	+$33.3K	0.35%	65
2025 Q1	$2.43M	Buy	30,167 +1,262	+4%	+$103K	0.38%	60
2024 Q4	$2.33M	Buy	28,905 +703	+2%	+$58.6K	0.36%	63
2024 Q3	$2.31M	Buy	28,202 +1,371	+5%	+$108K	0.36%	64
2024 Q2	$1.98M	Buy	26,831 +1,343	+5%	+$102K	0.34%	71
2024 Q1	$2M	Buy	25,488 +5,991	+31%	+$443K	0.38%	71
2023 Q4	$1.45M	Buy	+19,497	New	+$1.34M	0.32%	75

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

Premier Path Wealth Partners's REGL Position: Q2 2026 in Review

Premier Path Wealth Partners increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 29% in Q2 2026, buying an estimated $710K and bringing the position to 35,676 shares worth $3.27M. The position accounts for 0.38% of the portfolio, ranked #65.

Premier Path Wealth Partners first reported a position in REGL in Q4 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Premier Path Wealth Partners held 35,676 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.27M as of Q2 2026.
Premier Path Wealth Partners bought 7,952 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $710K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.38% of Premier Path Wealth Partners's portfolio in Q2 2026, its #65 holding.
Premier Path Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.