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Summit Wealth Group (Colorado)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-11,232
Closed -$519K – 552
2025
Q3 		$519K Buy
+11,232
New +$947K 0.05% 254

Other funds holding REGL

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Summit Wealth Group (Colorado)'s REGL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2025, closing a stake of 11,232 shares — an estimated $519K sold.

Summit Wealth Group (Colorado) first reported a position in REGL in Q3 2025 and held it in 1 quarter. The position peaked at $519K in Q3 2025. 241 funds tracked by Wall St. Rank hold REGL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,232 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2025, an estimated $519K.
  • Summit Wealth Group (Colorado) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $519K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.