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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
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 $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Capital Wealth Management's REGL Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1.2% in Q1 2026, selling an estimated $17.1K and leaving 16,438 shares worth $1.42M. The position accounts for 0.88% of the portfolio, ranked #26.

Royal Capital Wealth Management first reported a position in REGL in Q4 2021 and has held it in 18 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • Royal Capital Wealth Management held 16,438 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.42M as of Q1 2026.
  • Royal Capital Wealth Management sold 192 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $17.1K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.88% of Royal Capital Wealth Management's portfolio in Q1 2026, its #26 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 18 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.