Rehmann Capital Advisory Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Rehmann Capital Advisory Group’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
2025 Q1	–	Sell	-2,781	Closed	-$224K	–	618
2024 Q4	$224K	Hold	2,781	–	–	0.01%	551
2024 Q3	$227K	Hold	2,781	–	–	0.01%	542
2024 Q2	$205K	Sell	2,781 -2	-0.1%	-$151	0.01%	552
2024 Q1	$219K	Hold	2,783	–	–	0.02%	529
2023 Q4	$205K	Sell	2,783 -344	-11%	-$23.6K	0.02%	526
2023 Q3	$209K	Sell	3,127 -191	-6%	-$13.4K	0.02%	486
2023 Q2	$233K	Buy	3,318 +1	+0%	+$69	0.02%	484
2023 Q1	$235K	Buy	3,317 +2	+0.1%	+$145	0.02%	486
2022 Q4	$237K	Buy	3,315 +3	+0.1%	+$212	0.02%	481
2022 Q3	$213K	Buy	3,312 +2	+0.1%	+$140	0.02%	473
2022 Q2	$223K	Buy	3,310 +2	+0.1%	+$140	0.02%	442
2022 Q1	$239K	Buy	3,308 +1	+0%	+$71	0.02%	463
2021 Q4	$244K	Sell	3,307 -67	-2%	-$4.81K	0.02%	482
2021 Q3	$229K	Sell	3,374 -63	-2%	-$4.46K	0.02%	507
2021 Q2	$245K	Sell	3,437 -198	-5%	-$14.4K	0.02%	483
2021 Q1	$253K	Buy	3,635 +2	+0.1%	+$133	0.03%	451
2020 Q4	$228K	Buy	+3,633	New	+$215K	0.03%	441
2020 Q3	–	Sell	-5,825	Closed	-$307K	–	441
2020 Q2	$307K	Buy	5,825 +22	+0.4%	+$1.1K	0.04%	317
2020 Q1	$261K	Buy	+5,803	New	+$321K	0.04%	317
2019 Q3	–	Sell	-5,761	Closed	-$337K	–	2016
2019 Q2	$337K	Buy	5,761 +100	+2%	+$5.77K	0.04%	322
2019 Q1	$319K	Buy	+5,661	New	+$314K	0.04%	311
2018 Q4	–	Sell	-1,518	Closed	-$86.4K	–	2054
2018 Q3	$86.4K	Hold	1,518	–	–	0.01%	618
2018 Q2	$82.8K	Buy	1,518 +5	+0.3%	+$269	0.01%	610
2018 Q1	$80K	Buy	+1,513	New	+$81.2K	0.01%	610

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Rehmann Capital Advisory Group's REGL Position: Q1 2025 in Review

Rehmann Capital Advisory Group sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 2,781 shares — an estimated $224K sold.

Rehmann Capital Advisory Group first reported a position in REGL in Q1 2018 and held it in 24 quarters. The position peaked at $337K in Q2 2019. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

Rehmann Capital Advisory Group reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,781 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $224K.
Rehmann Capital Advisory Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2018 and held it in 24 quarters.
Rehmann Capital Advisory Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $337K in Q2 2019.
215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2025, filed 30 Apr 2025.