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 Q3	$360K	Hold	4,165	–	–	0.09%	150
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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

TriaGen Wealth Management's REGL Position: Q3 2026 in Review

TriaGen Wealth Management held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q3 2026 at 4,165 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #150.

TriaGen Wealth Management first reported a position in REGL in Q4 2020 and has held it in 24 quarters since. The position peaked at $381K in Q2 2026. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

TriaGen Wealth Management held 4,165 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $360K as of Q3 2026.
TriaGen Wealth Management left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q3 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.09% of TriaGen Wealth Management's portfolio in Q3 2026, its #150 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 24 quarters since.
TriaGen Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $381K in Q2 2026.
25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.