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

Tempus Wealth Planning’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	$867K	Buy	9,470 +381	+4%	+$34K	0.17%	141
2026 Q1	$785K	Sell	9,089 -2,095	-19%	-$186K	0.18%	143
2025 Q4	$942K	Sell	11,184 -449	-4%	-$37.7K	0.22%	120
2025 Q3	$993K	Buy	11,633 +185	+2%	+$15.6K	0.23%	117
2025 Q2	$933K	Sell	11,448 -24	-0.2%	-$1.91K	0.23%	116
2025 Q1	$925K	Sell	11,472 -658	-5%	-$53.6K	0.28%	104
2024 Q4	$978K	Sell	12,130 -107	-0.9%	-$8.92K	0.3%	94
2024 Q3	$1M	Buy	12,237 +162	+1%	+$12.7K	0.37%	78
2024 Q2	$889K	Buy	12,075 +569	+5%	+$43K	0.37%	74
2024 Q1	$904K	Buy	11,506 +152	+1%	+$11.2K	0.4%	73
2023 Q4	$835K	Sell	11,354 -595	-5%	-$40.7K	0.37%	77
2023 Q3	$797K	Sell	11,949 -110	-0.9%	-$7.7K	0.4%	64
2023 Q2	$847K	Buy	12,059 +661	+6%	+$45.9K	0.38%	77
2023 Q1	$806K	Sell	11,398 -47	-0.4%	-$3.42K	0.39%	67
2022 Q4	$819K	Sell	11,445 -704	-6%	-$49.8K	0.5%	62
2022 Q3	$783K	Sell	12,149 -867	-7%	-$60.9K	0.52%	56
2022 Q2	$878K	Sell	13,016 -1,211	-9%	-$84.9K	0.72%	37
2022 Q1	$1.03M	Sell	14,227 -2,012	-12%	-$144K	0.73%	38
2021 Q4	$1.2M	Buy	16,239 +173	+1%	+$12.4K	0.65%	41
2021 Q3	$1.09M	Buy	16,066 +699	+5%	+$49.5K	0.62%	46
2021 Q2	$1.1M	Buy	15,367 +1,572	+11%	+$114K	0.73%	38
2021 Q1	$961K	Buy	13,795 +1,071	+8%	+$71.3K	1.02%	27
2020 Q4	$800K	Sell	12,724 -351	-3%	-$20.8K	1.03%	21
2020 Q3	$694K	Sell	13,075 -315	-2%	-$17.1K	1%	19
2020 Q2	$705K	Buy	13,390 +202	+2%	+$10.1K	1.05%	17
2020 Q1	$594K	Buy	13,188 +2,178	+20%	+$120K	0.97%	20
2019 Q4	$663K	Buy	+11,010	New	+$649K	0.58%	27

Other funds holding REGL

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tempus Wealth Planning's REGL Position: Q2 2026 in Review

Tempus Wealth Planning increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 4.2% in Q2 2026, buying an estimated $34K and bringing the position to 9,470 shares worth $867K. The position accounts for 0.17% of the portfolio, ranked #141.

Tempus Wealth Planning first reported a position in REGL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2021. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Tempus Wealth Planning held 9,470 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $867K as of Q2 2026.
Tempus Wealth Planning bought 381 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $34K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.17% of Tempus Wealth Planning's portfolio in Q2 2026, its #141 holding.
Tempus Wealth Planning first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and has held it in 27 quarters since.
Tempus Wealth Planning's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.2M in Q4 2021.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.