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Van Hulzen Asset Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-76
Closed -$6.17K – 911
2024
Q4 		$6.17K Buy
+76
New +$6.34K ﹤0.01% 825

Other funds holding REGL

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Van Hulzen Asset Management's REGL Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2025, closing a stake of 76 shares — an estimated $6.17K sold.

Van Hulzen Asset Management first reported a position in REGL in Q4 2024 and held it in 1 quarter. The position peaked at $6.17K in Q4 2024. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 76 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2025, an estimated $6.17K.
  • Van Hulzen Asset Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $6.17K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.