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Royal Capital Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Royal Capital Wealth Management’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 		$1.51M Buy
16,445
+7
+0% +$625 0.85% 25
2026
Q1 		$1.42M Sell
16,438
-192
-1% -$17.1K 0.88% 26
2025
Q4 		$1.4M Sell
16,630
-10
-0.1% -$840 0.83% 26
2025
Q3 		$1.42M Buy
16,640
+13
+0.1% +$1.1K 0.87% 26
2025
Q2 		$1.36M Buy
16,627
+9
+0.1% +$718 0.9% 25
2025
Q1 		$1.34M Hold
16,618
– – 0.94% 26
2024
Q4 		$1.34M Sell
16,618
-34
-0.2% -$2.83K 0.94% 23
2024
Q3 		$1.36M Sell
16,652
-1,390
-8% -$109K 0.96% 22
2024
Q2 		$1.33M Hold
18,042
– – 1% 23
2024
Q1 		$1.42M Sell
18,042
-1,145
-6% -$84.6K 1.11% 23
2023
Q4 		$1.41M Sell
19,187
-139
-0.7% -$9.52K 1.22% 21
2023
Q3 		$1.29M Buy
19,326
+789
+4% +$55.2K 1.24% 24
2023
Q2 		$1.3M Buy
18,537
+6
+0% +$417 1.23% 24
2023
Q1 		$1.31M Sell
18,531
-583
-3% -$42.4K 1.32% 23
2022
Q4 		$1.37M Sell
19,114
-50
-0.3% -$3.54K 1.45% 22
2022
Q3 		$1.24M Buy
19,164
+7
+0% +$491 1.44% 25
2022
Q2 		$1.29M Buy
19,157
+7
+0% +$491 1.4% 24
2022
Q1 		$1.38M Buy
19,150
+14
+0.1% +$1K 1.35% 23
2021
Q4 		$1.41M Buy
+19,136
New +$1.37M 1.37% 20

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Capital Wealth Management's REGL Position: Q2 2026 in Review

Royal Capital Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.04% in Q2 2026, buying an estimated $625 and bringing the position to 16,445 shares worth $1.51M. The position accounts for 0.85% of the portfolio, ranked #25.

Royal Capital Wealth Management first reported a position in REGL in Q4 2021 and has held it in 19 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Royal Capital Wealth Management held 16,445 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.51M as of Q2 2026.
  • Royal Capital Wealth Management bought 7 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $625.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.85% of Royal Capital Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Royal Capital Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 19 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.