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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
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. 70 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.
  • 70 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.