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

Prospera Financial Services’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	$357K	Sell	3,895 -987	-20%	-$88.2K	0.01%	1177
2026 Q1	$422K	Sell	4,882 -346	-7%	-$30.8K	0.01%	1063
2025 Q4	$441K	Buy	5,228 +4	+0.1%	+$336	0.01%	970
2025 Q3	$446K	Buy	5,224 +557	+12%	+$47K	0.01%	977
2025 Q2	$381K	Buy	+4,667	New	+$372K	0.01%	1014
2022 Q3	–	Sell	-1,380	Closed	-$93K	–	1411
2022 Q2	$93K	Hold	1,380	–	–	﹤0.01%	911
2022 Q1	$100K	Sell	1,380 -1,406	-50%	-$100K	﹤0.01%	1116
2021 Q4	$206K	Buy	+2,786	New	+$200K	0.01%	827
2020 Q4	–	Sell	-1,802	Closed	-$96K	–	1351
2020 Q3	$96K	Buy	+1,802	New	+$97.9K	0.04%	417
2019 Q4	–	Sell	-5,675	Closed	-$330K	–	624
2019 Q3	$330K	Sell	5,675 -262	-4%	-$15.2K	0.03%	410
2019 Q2	$347K	Buy	+5,937	New	+$343K	0.04%	369
2019 Q1	–	Sell	-6,812	Closed	-$352K	–	417
2018 Q4	$352K	Buy	+6,812	New	+$372K	0.07%	257

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

Prospera Financial Services's REGL Position: Q2 2026 in Review

Prospera Financial Services reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 20% in Q2 2026, selling an estimated $88.2K and leaving 3,895 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1177.

Prospera Financial Services first reported a position in REGL in Q4 2018 and has held it in 12 quarters since. The position peaked at $446K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Prospera Financial Services held 3,895 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $357K as of Q2 2026.
Prospera Financial Services sold 987 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $88.2K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1177 holding.
Prospera Financial Services first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2018 and has held it in 12 quarters since.
Prospera Financial Services's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $446K in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.