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S.A. Mason’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

S.A. Mason’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
Q3 		$509K Buy
5,889
+5
+0.1% +$463 0.15% 134
2026
Q2 		$539K Hold
5,884
– – 0.17% 126
2026
Q1 		$508K Buy
5,884
+125
+2% +$11.1K 0.19% 116
2025
Q4 		$485K Sell
5,759
-30
-0.5% -$2.52K 0.19% 114
2025
Q3 		$494K Buy
5,789
+70
+1% +$5.9K 0.22% 108
2025
Q2 		$466K Buy
5,719
+10
+0.2% +$798 0.23% 102
2025
Q1 		$460K Buy
5,709
+274
+5% +$22.3K 0.24% 98
2024
Q4 		$438K Buy
5,435
+90
+2% +$7.5K 0.23% 102
2024
Q3 		$437K Buy
5,345
+358
+7% +$28.1K 0.23% 104
2024
Q2 		$367K Buy
4,987
+1,147
+30% +$86.7K 0.21% 110
2024
Q1 		$302K Buy
3,840
+1,845
+92% +$136K 0.18% 124
2023
Q4 		$147K Buy
1,995
+50
+3% +$3.42K 0.1% 173
2023
Q3 		$130K Buy
1,945
+1,200
+161% +$84K 0.09% 178
2023
Q2 		$52.7K Hold
745
– – 0.04% 247
2023
Q1 		$52.7K Buy
745
+170
+30% +$12.4K 0.04% 247
2022
Q4 		$41.1K Buy
+575
New +$40.7K 0.03% 260

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

S.A. Mason's REGL Position: Q3 2026 in Review

S.A. Mason increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.08% in Q3 2026, buying an estimated $463 and bringing the position to 5,889 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #134.

S.A. Mason first reported a position in REGL in Q4 2022 and has held it in 16 quarters since. The position peaked at $539K in Q2 2026. 20 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • S.A. Mason held 5,889 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $509K as of Q3 2026.
  • S.A. Mason bought 5 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $463.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.15% of S.A. Mason's portfolio in Q3 2026, its #134 holding.
  • S.A. Mason first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 16 quarters since.
  • S.A. Mason's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $539K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.