Sigma Planning Corp’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Sigma Planning Corp’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
2025 Q4	–	Sell	-3,050	Closed	-$260K	–	1374
2025 Q3	$260K	Sell	3,050 -150	-5%	-$12.6K	0.01%	1088
2025 Q2	$261K	Hold	3,200	–	–	0.01%	1046
2025 Q1	$258K	Buy	3,200 +500	+19%	+$40.7K	0.01%	1020
2024 Q4	$218K	Hold	2,700	–	–	0.01%	1056
2024 Q3	$221K	Sell	2,700 -450	-14%	-$35.4K	0.01%	1094
2024 Q2	$232K	Sell	3,150 -1,300	-29%	-$98.3K	0.01%	1025
2024 Q1	$350K	Buy	+4,450	New	+$329K	0.01%	888
2023 Q4	–	Sell	-5,090	Closed	-$340K	–	1106
2023 Q3	$340K	Sell	5,090 -230	-4%	-$16.1K	0.01%	872
2023 Q2	$374K	Sell	5,320 -1,444	-21%	-$100K	0.01%	852
2023 Q1	$479K	Sell	6,764 -449	-6%	-$32.7K	0.02%	812
2022 Q4	$516K	Buy	7,213 +2,786	+63%	+$197K	0.02%	750
2022 Q3	$285K	Buy	+4,427	New	+$311K	0.01%	966
2020 Q1	–	Sell	-3,340	Closed	-$201K	–	1064
2019 Q4	$201K	Buy	+3,340	New	+$197K	0.01%	965

Other funds holding REGL

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sigma Planning Corp's REGL Position: Q4 2025 in Review

Sigma Planning Corp sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2025, closing a stake of 3,050 shares — an estimated $260K sold.

Sigma Planning Corp first reported a position in REGL in Q4 2019 and held it in 13 quarters. The position peaked at $516K in Q4 2022. 241 funds tracked by Wall St. Rank hold REGL as of Q4 2025.

Sigma Planning Corp reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 3,050 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2025, an estimated $260K.
Sigma Planning Corp first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 13 quarters.
Sigma Planning Corp's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $516K in Q4 2022.
241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.