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Synergy Investment Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-48
Closed -$3.87K – 448
2025
Q1 		$3.87K Buy
+48
New +$3.91K ﹤0.01% 483

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Investment Management's REGL Position: Q2 2025 in Review

Synergy Investment Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2025, closing a stake of 48 shares — an estimated $3.87K sold.

Synergy Investment Management first reported a position in REGL in Q1 2025 and held it in 1 quarter. The position peaked at $3.87K in Q1 2025. 229 funds tracked by Wall St. Rank hold REGL as of Q2 2025.

  • Synergy Investment Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 48 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2025, an estimated $3.87K.
  • Synergy Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.87K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.