TPCW
REGL icon

TD Private Client Wealth’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-1
Closed -$48 – 1466
2024
Q4 		$48 Buy
+1
New +$83 ﹤0.01% 1308

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TD Private Client Wealth's REGL Position: Q1 2025 in Review

TD Private Client Wealth sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 1 share — an estimated $48 sold.

TD Private Client Wealth first reported a position in REGL in Q4 2024 and held it in 1 quarter. The position peaked at $48 in Q4 2024. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

  • TD Private Client Wealth reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 1 ProShares S&P MidCap 400 Dividend Aristocrats ETF share in Q1 2025, an estimated $48.
  • TD Private Client Wealth first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and held it in 1 quarter.
  • TD Private Client Wealth's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $48 in Q4 2024.
  • 215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.