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

Spectrum Wealth Advisory 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	$772	Buy	+8	New	+$715	﹤0.01%	434
2019 Q3	–	Sell	-6,609	Closed	-$389K	–	32
2019 Q2	$389K	Sell	6,609 -30,387	-82%	-$1.75M	0.79%	23
2019 Q1	$2.08M	Buy	+36,996	New	+$2.05M	3.26%	14

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

Spectrum Wealth Advisory Group's REGL Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2026: 8 shares worth $772. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in REGL as recently as Q2 2019.

Spectrum Wealth Advisory Group first reported a position in REGL in Q1 2019 and has held it in 3 quarters since. The position peaked at $2.08M in Q1 2019. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Spectrum Wealth Advisory Group held 8 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $772 as of Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #434 holding.
Spectrum Wealth Advisory Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2019 and has held it in 3 quarters since.
Spectrum Wealth Advisory Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $2.08M in Q1 2019.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.