PSI Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

PSI Advisors’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	$449K	Sell	4,906 -215	-4%	-$19.2K	0.1%	98
2026 Q1	$443K	Buy	5,121 +95	+2%	+$8.45K	0.11%	97
2025 Q4	$423K	Hold	5,026	–	–	0.11%	87
2025 Q3	$429K	Buy	5,026 +58	+1%	+$4.89K	0.11%	86
2025 Q2	$405K	Sell	4,968 -92	-2%	-$7.34K	0.2%	66
2025 Q1	$408K	Buy	5,060 +348	+7%	+$28.3K	0.13%	80
2024 Q4	$380K	Sell	4,712 -27	-0.6%	-$2.25K	0.11%	93
2024 Q3	$388K	Buy	4,739 +95	+2%	+$7.46K	0.11%	97
2024 Q2	$342K	Buy	4,644 +110	+2%	+$8.31K	0.11%	102
2024 Q1	$356K	Buy	4,534 +40	+0.9%	+$2.96K	0.13%	97
2023 Q4	$331K	Buy	4,494 +319	+8%	+$21.8K	0.12%	98
2023 Q3	$279K	Buy	4,175 +1,979	+90%	+$139K	0.12%	103
2023 Q2	$154K	Buy	2,196 +948	+76%	+$65.8K	0.07%	140
2023 Q1	$88.3K	Buy	1,248 +884	+243%	+$64.3K	0.04%	166
2022 Q4	$26K	Buy	+364	New	+$25.8K	0.01%	287

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

PSI Advisors's REGL Position: Q2 2026 in Review

PSI Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 4.2% in Q2 2026, selling an estimated $19.2K and leaving 4,906 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #98.

PSI Advisors first reported a position in REGL in Q4 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

PSI Advisors held 4,906 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $449K as of Q2 2026.
PSI Advisors sold 215 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $19.2K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.1% of PSI Advisors's portfolio in Q2 2026, its #98 holding.
PSI Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 15 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.