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

Signature Wealth Management Partners’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	$851K	Buy	9,290 +1,059	+13%	+$94.6K	0.4%	52
2026 Q1	$711K	Buy	8,231 +1,468	+22%	+$131K	0.36%	54
2025 Q4	$570K	Buy	6,763 +2,399	+55%	+$201K	0.28%	63
2025 Q3	$372K	Buy	4,364 +1,849	+74%	+$156K	0.2%	79
2025 Q2	$205K	Buy	+2,515	New	+$201K	0.12%	104

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Signature Wealth Management Partners's REGL Position: Q2 2026 in Review

Signature Wealth Management Partners increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 13% in Q2 2026, buying an estimated $94.6K and bringing the position to 9,290 shares worth $851K. The position accounts for 0.4% of the portfolio, ranked #52.

Signature Wealth Management Partners first reported a position in REGL in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Signature Wealth Management Partners held 9,290 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $851K as of Q2 2026.
Signature Wealth Management Partners bought 1,059 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $94.6K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.4% of Signature Wealth Management Partners's portfolio in Q2 2026, its #52 holding.
Signature Wealth Management Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.