Silver Grove Financial Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Silver Grove Financial Group’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	$387K	Buy	4,226 +7	+0.2%	+$625	0.21%	91
2026 Q1	$365K	Buy	4,219 +8	+0.2%	+$711	0.29%	76
2025 Q4	$355K	Buy	4,211 +9	+0.2%	+$756	0.31%	68
2025 Q3	$359K	Buy	+4,202	New	+$354K	0.34%	69

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

Silver Grove Financial Group's REGL Position: Q2 2026 in Review

Silver Grove Financial Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.17% in Q2 2026, buying an estimated $625 and bringing the position to 4,226 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #91.

Silver Grove Financial Group first reported a position in REGL in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Silver Grove Financial Group held 4,226 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $387K as of Q2 2026.
Silver Grove Financial Group bought 7 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $625.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.21% of Silver Grove Financial Group's portfolio in Q2 2026, its #91 holding.
Silver Grove Financial Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2025 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.