United Advisor Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

United Advisor Group’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	$3.5M	Buy	38,195 +298	+0.8%	+$26.6K	0.37%	70
2026 Q1	$3.27M	Sell	37,897 -521	-1%	-$46.3K	0.4%	60
2025 Q4	$3.24M	Sell	38,418 -9,167	-19%	-$770K	0.4%	61
2025 Q3	$4.06M	Buy	47,585 +555	+1%	+$46.8K	0.55%	45
2025 Q2	$3.83M	Sell	47,030 -264	-0.6%	-$21.1K	0.66%	38
2025 Q1	$3.81M	Buy	47,294 +2,388	+5%	+$194K	0.78%	30
2024 Q4	$3.62M	Buy	44,906 +4,521	+11%	+$377K	0.72%	34
2024 Q3	$3.3M	Buy	40,385 +5,798	+17%	+$456K	0.75%	31
2024 Q2	$2.55M	Buy	34,587 +4,553	+15%	+$344K	0.79%	31
2024 Q1	$2.36M	Buy	+30,034	New	+$2.22M	0.89%	29

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

United Advisor Group's REGL Position: Q2 2026 in Review

United Advisor Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.79% in Q2 2026, buying an estimated $26.6K and bringing the position to 38,195 shares worth $3.5M. The position accounts for 0.37% of the portfolio, ranked #70.

United Advisor Group first reported a position in REGL in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.06M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

United Advisor Group held 38,195 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.5M as of Q2 2026.
United Advisor Group bought 298 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $26.6K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.37% of United Advisor Group's portfolio in Q2 2026, its #70 holding.
United Advisor Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $4.06M in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.