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Sunrise Financial Services’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Sunrise Financial Services’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 		$24.7K Hold
270
– – 0.01% 165
2026
Q1 		$23.3K Hold
270
– – 0.02% 171
2025
Q4 		$22.7K Buy
+270
New +$22.7K 0.02% 149

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunrise Financial Services's REGL Position: Q2 2026 in Review

Sunrise Financial Services held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 270 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #165.

Sunrise Financial Services first reported a position in REGL in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • Sunrise Financial Services held 270 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $24.7K as of Q2 2026.
  • Sunrise Financial Services left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #165 holding.
  • Sunrise Financial Services first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.