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

TriaGen Wealth 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
2026 Q2	$381K	Hold	4,165	–	–	0.1%	148
2026 Q1	$360K	Hold	4,165	–	–	0.1%	138
2025 Q4	$351K	Hold	4,165	–	–	0.09%	145
2025 Q3	$355K	Hold	4,165	–	–	0.09%	148
2025 Q2	$340K	Hold	4,165	–	–	0.1%	141
2025 Q1	$336K	Hold	4,165	–	–	0.12%	130
2024 Q4	$336K	Hold	4,165	–	–	0.11%	133
2024 Q3	$341K	Hold	4,165	–	–	0.11%	137
2024 Q2	$307K	Hold	4,165	–	–	0.12%	135
2024 Q1	$327K	Buy	4,165 +242	+6%	+$17.9K	0.14%	127
2023 Q4	$289K	Sell	3,923 -500	-11%	-$34.2K	0.14%	126
2023 Q3	$295K	Hold	4,423	–	–	0.15%	116
2023 Q2	$311K	Sell	4,423 -311	-7%	-$21.6K	0.14%	133
2023 Q1	$335K	Buy	4,734 +54	+1%	+$3.93K	0.17%	114
2022 Q4	$335K	Buy	4,680 +1,111	+31%	+$78.6K	0.19%	122
2022 Q3	$230K	Hold	3,569	–	–	0.13%	144
2022 Q2	$241K	Hold	3,569	–	–	0.17%	132
2022 Q1	$258K	Hold	3,569	–	–	0.13%	149
2021 Q4	$263K	Hold	3,569	–	–	0.13%	157
2021 Q3	$242K	Hold	3,569	–	–	0.13%	162
2021 Q2	$255K	Hold	3,569	–	–	0.13%	161
2021 Q1	$249K	Hold	3,569	–	–	0.14%	150
2020 Q4	$224K	Buy	+3,569	New	+$211K	0.13%	158

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

TriaGen Wealth Management's REGL Position: Q2 2026 in Review

TriaGen Wealth Management held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 4,165 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #148.

TriaGen Wealth Management first reported a position in REGL in Q4 2020 and has held it in 23 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

TriaGen Wealth Management held 4,165 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $381K as of Q2 2026.
TriaGen Wealth Management left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.1% of TriaGen Wealth Management's portfolio in Q2 2026, its #148 holding.
TriaGen Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2020 and has held it in 23 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.