Sound Income Strategies’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Sound Income Strategies’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	–	Sell	-254	Closed	-$22K	–	1958
2026 Q1	$22K	Buy	254 +97	+62%	+$8.62K	﹤0.01%	1138
2025 Q4	$14K	Buy	+157	New	+$13.2K	﹤0.01%	1303
2024 Q1	–	Sell	-340	Closed	-$25K	–	1429
2023 Q4	$25K	Buy	+340	New	+$23.3K	﹤0.01%	545

Other funds holding REGL

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BEI

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

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Sound Income Strategies's REGL Position: Q2 2026 in Review

Sound Income Strategies sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026, closing a stake of 254 shares — an estimated $22K sold.

Sound Income Strategies first reported a position in REGL in Q4 2023 and held it in 3 quarters. The position peaked at $25K in Q4 2023. 68 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Sound Income Strategies reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 254 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $22K.
Sound Income Strategies first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and held it in 3 quarters.
Sound Income Strategies's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $25K in Q4 2023.
68 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.