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

SkyOak Wealth’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 Q1	–	Sell	-2,819	Closed	-$227K	–	268
2024 Q4	$227K	Buy	2,819 +263	+10%	+$21.9K	0.05%	222
2024 Q3	$209K	Buy	+2,556	New	+$201K	0.05%	220
2024 Q2	–	Sell	-2,579	Closed	-$203K	–	262
2024 Q1	$203K	Buy	+2,579	New	+$191K	0.05%	230
2021 Q2	–	Sell	-3,531	Closed	-$256K	–	245
2021 Q1	$256K	Sell	3,531 -191	-5%	-$12.7K	0.07%	190
2020 Q4	$234K	Buy	+3,722	New	+$220K	0.07%	188
2020 Q1	–	Sell	-3,710	Closed	-$223K	–	275
2019 Q4	$223K	Buy	+3,710	New	+$219K	0.07%	266

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SkyOak Wealth's REGL Position: Q1 2025 in Review

SkyOak Wealth sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 2,819 shares — an estimated $227K sold.

SkyOak Wealth first reported a position in REGL in Q4 2019 and held it in 6 quarters. The position peaked at $256K in Q1 2021. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

SkyOak Wealth reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 2,819 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $227K.
SkyOak Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and held it in 6 quarters.
SkyOak Wealth's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $256K in Q1 2021.
215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.