Retirement Planning Company of New England’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Retirement Planning Company of New England’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	$459K	Hold	5,018	–	–	0.17%	149
2026 Q1	$434K	Hold	5,018	–	–	0.18%	142
2025 Q4	$423K	Sell	5,018 -150	-3%	-$12.6K	0.17%	142
2025 Q3	$441K	Sell	5,168 -33	-0.6%	-$2.78K	0.18%	148
2025 Q2	$424K	Sell	5,201 -189	-4%	-$15.1K	0.19%	143
2025 Q1	$435K	Sell	5,390 -30	-0.6%	-$2.44K	0.22%	134
2024 Q4	$437K	Sell	5,420 -150	-3%	-$12.5K	0.21%	129
2024 Q3	$456K	Sell	5,570 -191	-3%	-$15K	0.23%	125
2024 Q2	$424K	Sell	5,761 -60	-1%	-$4.54K	0.23%	125
2024 Q1	$457K	Sell	5,821 -370	-6%	-$27.3K	0.25%	116
2023 Q4	$455K	Hold	6,191	–	–	0.21%	119
2023 Q3	$413K	Sell	6,191 -2,025	-25%	-$142K	0.23%	115
2023 Q2	$577K	Sell	8,216 -5	-0.1%	-$347	0.33%	97
2023 Q1	$582K	Hold	8,221	–	–	0.35%	98
2022 Q4	$588K	Sell	8,221 -19	-0.2%	-$1.34K	0.38%	88
2022 Q3	$530K	Sell	8,240 -50	-0.6%	-$3.51K	0.38%	87
2022 Q2	$559K	Sell	8,290 -100	-1%	-$7.01K	0.38%	88
2022 Q1	$606K	Sell	8,390 -954	-10%	-$68.1K	0.34%	94
2021 Q4	$688K	Buy	+9,344	New	+$670K	0.33%	82

Other funds holding REGL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Retirement Planning Company of New England's REGL Position: Q2 2026 in Review

Retirement Planning Company of New England held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 5,018 shares worth $459K. The position accounts for 0.17% of the portfolio, ranked #149.

Retirement Planning Company of New England first reported a position in REGL in Q4 2021 and has held it in 19 quarters since. The position peaked at $688K in Q4 2021. 150 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Retirement Planning Company of New England held 5,018 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $459K as of Q2 2026.
Retirement Planning Company of New England left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.17% of Retirement Planning Company of New England's portfolio in Q2 2026, its #149 holding.
Retirement Planning Company of New England first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
Retirement Planning Company of New England's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $688K in Q4 2021.
150 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.