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Steel Grove Capital Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Steel Grove Capital Advisors’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
Q3 		$508K Sell
5,871
-685
-10% -$63.4K 0.05% 141
2026
Q2 		$600K Hold
6,556
– – 0.06% 135
2026
Q1 		$567K Buy
+6,556
New +$583K 0.06% 131

Other funds holding REGL

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Steel Grove Capital Advisors's REGL Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 10% in Q3 2026, selling an estimated $63.4K and leaving 5,871 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #141.

Steel Grove Capital Advisors first reported a position in REGL in Q1 2026 and has held it in 3 quarters since. The position peaked at $600K in Q2 2026. 32 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Steel Grove Capital Advisors held 5,871 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $508K as of Q3 2026.
  • Steel Grove Capital Advisors sold 685 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $63.4K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.05% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #141 holding.
  • Steel Grove Capital Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2026 and has held it in 3 quarters since.
  • Steel Grove Capital Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $600K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.