Steward Partners Investment Advisory’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Steward Partners Investment Advisory’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	$907K	Buy	9,906 +1,189	+14%	+$106K	﹤0.01%	1347
2026 Q1	$753K	Buy	8,717 +3,453	+66%	+$307K	﹤0.01%	1312
2025 Q4	$443K	Buy	5,264 +109	+2%	+$9.15K	﹤0.01%	1494
2025 Q3	$440K	Buy	5,155 +1,048	+26%	+$88.4K	﹤0.01%	1445
2025 Q2	$335K	Sell	4,107 -1,873	-31%	-$149K	﹤0.01%	1502
2025 Q1	$482K	Buy	5,980 +60	+1%	+$4.88K	﹤0.01%	1238
2024 Q4	$478K	Sell	5,920 -140	-2%	-$11.7K	﹤0.01%	1191
2024 Q3	$496K	Buy	6,060 +117	+2%	+$9.19K	﹤0.01%	1114
2024 Q2	$437K	Hold	5,943	–	–	﹤0.01%	1117
2024 Q1	$467K	Buy	5,943 +365	+7%	+$27K	0.01%	1081
2023 Q4	$410K	Buy	5,578 +500	+10%	+$34.2K	0.01%	1084
2023 Q3	$339K	Sell	5,078 -6,582	-56%	-$461K	0.01%	1078
2023 Q2	$819K	Sell	11,660 -15	-0.1%	-$1.04K	0.01%	762
2023 Q1	$826K	Buy	11,675 +7,162	+159%	+$521K	0.01%	756
2022 Q4	$323K	Sell	4,513 -66	-1%	-$4.67K	0.01%	1057
2022 Q3	$295K	Hold	4,579	–	–	0.01%	1040
2022 Q2	$309K	Sell	4,579 -230	-5%	-$16.1K	0.01%	1020
2022 Q1	$348K	Sell	4,809 -458	-9%	-$32.7K	0.01%	1062
2021 Q4	$388K	Buy	5,267 +150	+3%	+$10.8K	0.01%	1042
2021 Q3	$347K	Sell	5,117 -167	-3%	-$11.8K	0.01%	1046
2021 Q2	$377K	Sell	5,284 -166	-3%	-$12K	0.01%	1053
2021 Q1	$380K	Buy	5,450 +1,200	+28%	+$79.8K	0.01%	991
2020 Q4	$267K	Sell	4,250 -2,905	-41%	-$172K	0.01%	959
2020 Q3	$380K	Buy	7,155 +5	+0.1%	+$272	0.01%	738
2020 Q2	$376K	Sell	7,150 -5,320	-43%	-$266K	0.01%	703
2020 Q1	$561K	Buy	12,470 +2,665	+27%	+$147K	0.02%	537
2019 Q4	$590K	Buy	9,805 +3,935	+67%	+$232K	0.02%	585
2019 Q3	$340K	Buy	5,870 +3,550	+153%	+$206K	0.01%	693
2019 Q2	$135K	Buy	+2,320	New	+$134K	0.01%	941
2018 Q1	–	Sell	-5,403	Closed	-$294K	–	2305
2017 Q4	$294K	Buy	+5,403	New	+$290K	0.02%	453

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

Steward Partners Investment Advisory's REGL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 14% in Q2 2026, buying an estimated $106K and bringing the position to 9,906 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Steward Partners Investment Advisory first reported a position in REGL in Q4 2017 and has held it in 30 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Steward Partners Investment Advisory held 9,906 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $907K as of Q2 2026.
Steward Partners Investment Advisory bought 1,189 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $106K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1347 holding.
Steward Partners Investment Advisory first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2017 and has held it in 30 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.