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

Tyler-Stone 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
2025 Q2	$1.13M	Buy	13,884 +57	+0.4%	+$4.55K	0.18%	104
2025 Q1	$1.12M	Sell	13,827 -306	-2%	-$24.9K	0.2%	96
2024 Q4	$1.14M	Buy	14,133 +344	+2%	+$28.7K	0.2%	89
2024 Q3	$1.13M	Buy	13,789 +6,934	+101%	+$545K	0.21%	88
2024 Q2	$505K	Buy	6,855 +950	+16%	+$71.8K	0.21%	94
2024 Q1	$464K	Buy	5,905 +18	+0.3%	+$1.33K	0.21%	102
2023 Q4	$433K	Buy	5,887 +40	+0.7%	+$2.74K	0.22%	96
2023 Q3	$390K	Buy	5,847 +34	+0.6%	+$2.38K	0.22%	90
2023 Q2	$409K	Buy	+5,813	New	+$404K	0.23%	90
2022 Q4	$412K	Buy	5,755 +141	+3%	+$9.98K	0.28%	76
2022 Q3	$362K	Buy	5,614 +31	+0.6%	+$2.18K	0.28%	77
2022 Q2	$377K	Buy	5,583 +29	+0.5%	+$2.03K	0.25%	82
2022 Q1	$401K	Sell	5,554 -345	-6%	-$24.6K	0.22%	94
2021 Q4	$435K	Buy	+5,899	New	+$423K	0.23%	95

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's REGL Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.41% in Q2 2025, buying an estimated $4.55K and bringing the position to 13,884 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #104.

Tyler-Stone Wealth Management first reported a position in REGL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2024. 229 funds tracked by Wall St. Rank hold REGL as of Q2 2025.

Tyler-Stone Wealth Management held 13,884 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $1.13M as of Q2 2025.
Tyler-Stone Wealth Management bought 57 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2025, an estimated $4.55K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.18% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #104 holding.
Tyler-Stone Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.14M in Q4 2024.
229 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.