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

Tower Wealth Partners’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	$1.74M	Buy	19,004 +2,334	+14%	+$209K	0.86%	18
2026 Q1	$1.44M	Buy	16,670 +41	+0.2%	+$3.65K	0.8%	18
2025 Q4	$1.4M	Buy	16,629 +1,962	+13%	+$165K	0.77%	19
2025 Q3	$1.25M	Buy	14,667 +1,175	+9%	+$99.1K	0.69%	22
2025 Q2	$1.1M	Buy	13,492 +321	+2%	+$25.6K	0.65%	23
2025 Q1	$1.06M	Buy	13,171 +122	+0.9%	+$9.93K	0.57%	24
2024 Q4	$1.05M	Buy	13,049 +138	+1%	+$11.5K	0.55%	25
2024 Q3	$1.06M	Buy	12,911 +200	+2%	+$15.7K	0.61%	22
2024 Q2	$936K	Buy	12,711 +517	+4%	+$39.1K	0.58%	23
2024 Q1	$958K	Buy	12,194 +593	+5%	+$43.8K	0.62%	23
2023 Q4	$853K	Buy	11,601 +1,367	+13%	+$93.6K	0.6%	22
2023 Q3	$683K	Buy	10,234 +537	+6%	+$37.6K	0.56%	23
2023 Q2	$681K	Sell	9,697 -73	-0.7%	-$5.07K	0.55%	24
2023 Q1	$691K	Buy	9,770 +30	+0.3%	+$2.18K	0.58%	21
2022 Q4	$697K	Buy	9,740 +31	+0.3%	+$2.19K	0.61%	21
2022 Q3	$686K	Buy	+9,709	New	+$681K	0.65%	21

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

Tower Wealth Partners's REGL Position: Q2 2026 in Review

Tower Wealth Partners increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 19,004 shares worth $1.74M. The position accounts for 0.86% of the portfolio, ranked #18.

Tower Wealth Partners first reported a position in REGL in Q3 2022 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Tower Wealth Partners held 19,004 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.74M as of Q2 2026.
Tower Wealth Partners bought 2,334 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $209K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.86% of Tower Wealth Partners's portfolio in Q2 2026, its #18 holding.
Tower Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2022 and has held it in 16 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.