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

SHP 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 		$52.8K Hold
611
– – ﹤0.01% 480
2025
Q4 		$51.5K Buy
+611
New +$51.3K ﹤0.01% 471

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 $445B AUM 25.58% 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

SHP Wealth Management's REGL Position: Q1 2026 in Review

SHP Wealth Management held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q1 2026 at 611 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

SHP Wealth Management first reported a position in REGL in Q4 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • SHP Wealth Management held 611 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $52.8K as of Q1 2026.
  • SHP Wealth Management left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q1 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #480 holding.
  • SHP Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.