SL
REGL icon

SWMG LLC’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

SWMG LLC’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
Q3 		– Sell
-7,674
Closed -$642K – 122
2025
Q2 		$642K Buy
7,674
+2,275
+42% +$181K 0.22% 66
2025
Q1 		$423K Buy
+5,399
New +$439K 0.17% 85

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWMG LLC's REGL Position: Q3 2025 in Review

SWMG LLC sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2025, closing a stake of 7,674 shares — an estimated $642K sold.

SWMG LLC first reported a position in REGL in Q1 2025 and held it in 2 quarters. The position peaked at $642K in Q2 2025. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

  • SWMG LLC reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 7,674 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $642K.
  • SWMG LLC first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and held it in 2 quarters.
  • SWMG LLC's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $642K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.