Summit Wealth Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Summit Wealth Partners’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	$2.7M	Sell	29,470 -1,658	-5%	-$148K	0.38%	61
2026 Q1	$2.69M	Sell	31,128 -3,344	-10%	-$297K	0.43%	55
2025 Q4	$2.9M	Sell	34,472 -2,462	-7%	-$207K	0.54%	43
2025 Q3	$3.15M	Sell	36,934 -2,461	-6%	-$207K	0.57%	42
2025 Q2	$3.21M	Sell	39,395 -12,341	-24%	-$984K	0.61%	41
2025 Q1	$4.17M	Sell	51,736 -4,151	-7%	-$338K	0.85%	28
2024 Q4	$4.51M	Sell	55,887 -6,166	-10%	-$514K	0.93%	26
2024 Q3	$5.07M	Sell	62,053 -5,836	-9%	-$459K	0.98%	23
2024 Q2	$5M	Sell	67,889 -17,438	-20%	-$1.32M	1.04%	22
2024 Q1	$6.7M	Sell	85,327 -10,019	-11%	-$741K	1.43%	19
2023 Q4	$7.01M	Sell	95,346 -10,211	-10%	-$699K	1.63%	19
2023 Q3	$7.04M	Buy	105,557 +3,130	+3%	+$219K	1.8%	17
2023 Q2	$7.2M	Sell	102,427 -618	-0.6%	-$42.9K	1.8%	16
2023 Q1	$7.29M	Sell	103,045 -4,901	-5%	-$357K	1.87%	16
2022 Q4	$7.72M	Buy	107,946 +1,628	+2%	+$115K	2.05%	15
2022 Q3	$6.85M	Sell	106,318 -2,876	-3%	-$202K	1.93%	17
2022 Q2	$7.37M	Sell	109,194 -11,361	-9%	-$797K	1.97%	16
2022 Q1	$8.71M	Sell	120,555 -3,630	-3%	-$259K	1.97%	17
2021 Q4	$9.16M	Buy	124,185 +3,791	+3%	+$272K	1.96%	18
2021 Q3	$8.16M	Buy	120,394 +6,562	+6%	+$465K	1.93%	18
2021 Q2	$8.12M	Buy	113,832 +2,472	+2%	+$179K	1.94%	18
2021 Q1	$7.76M	Buy	111,360 +7,371	+7%	+$490K	1.99%	19
2020 Q4	$6.54M	Buy	103,989 +10,092	+11%	+$598K	1.78%	20
2020 Q3	$4.98M	Sell	93,897 -5,484	-6%	-$298K	1.5%	22
2020 Q2	$5.23M	Sell	99,381 -9,054	-8%	-$453K	1.69%	20
2020 Q1	$4.88M	Buy	108,435 +959	+0.9%	+$53K	1.99%	19
2019 Q4	$6.47M	Buy	+107,476	New	+$6.34M	2.24%	18

Other funds holding REGL

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Summit Wealth Partners's REGL Position: Q2 2026 in Review

Summit Wealth Partners reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 5.3% in Q2 2026, selling an estimated $148K and leaving 29,470 shares worth $2.7M. The position accounts for 0.38% of the portfolio, ranked #61.

Summit Wealth Partners first reported a position in REGL in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.16M in Q4 2021. 117 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Summit Wealth Partners held 29,470 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.7M as of Q2 2026.
Summit Wealth Partners sold 1,658 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $148K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.38% of Summit Wealth Partners's portfolio in Q2 2026, its #61 holding.
Summit Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $9.16M in Q4 2021.
117 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.