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

Visionary Wealth Advisors’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	$2.03M	Sell	22,223 -1,527	-6%	-$136K	0.08%	209
2026 Q1	$2.05M	Sell	23,750 -7,063	-23%	-$628K	0.09%	192
2025 Q4	$2.6M	Sell	30,813 -44,470	-59%	-$3.73M	0.12%	168
2025 Q3	$6.42M	Buy	75,283 +36,158	+92%	+$3.05M	0.3%	90
2025 Q2	$3.19M	Buy	39,125 +17,372	+80%	+$1.39M	0.16%	144
2025 Q1	$1.75M	Sell	21,753 -73	-0.3%	-$5.94K	0.11%	190
2024 Q4	$1.76M	Buy	21,826 +356	+2%	+$29.7K	0.1%	187
2024 Q3	$1.76M	Buy	21,470 +377	+2%	+$29.6K	0.11%	189
2024 Q2	$1.55M	Buy	21,093 +575	+3%	+$43.5K	0.1%	197
2024 Q1	$1.61M	Buy	20,518 +1,188	+6%	+$87.8K	0.11%	189
2023 Q4	$1.42M	Sell	19,330 -234	-1%	-$16K	0.1%	195
2023 Q3	$1.31M	Buy	19,564 +236	+1%	+$16.5K	0.11%	187
2023 Q2	$1.36M	Buy	19,328 +870	+5%	+$60.4K	0.11%	184
2023 Q1	$1.31M	Buy	18,458 +1,217	+7%	+$88.5K	0.11%	175
2022 Q4	$1.23M	Buy	17,241 +1,255	+8%	+$88.8K	0.11%	160
2022 Q3	$1.03M	Buy	15,986 +1,952	+14%	+$137K	0.11%	164
2022 Q2	$947K	Hold	14,034	–	–	0.09%	175
2022 Q1	$1.01M	Buy	14,034 +14	+0.1%	+$1K	0.08%	181
2021 Q4	$1.03M	Buy	14,020 +511	+4%	+$36.7K	0.08%	162
2021 Q3	$915K	Buy	13,509 +300	+2%	+$21.3K	0.09%	143
2021 Q2	$942K	Buy	13,209 +386	+3%	+$28K	0.09%	149
2021 Q1	$893K	Sell	12,823 -133	-1%	-$8.85K	0.09%	150
2020 Q4	$815K	Buy	12,956 +269	+2%	+$15.9K	0.09%	152
2020 Q3	$673K	Buy	12,687 +425	+3%	+$23.1K	0.09%	139
2020 Q2	$645K	Buy	12,262 +530	+5%	+$26.5K	0.1%	132
2020 Q1	$528K	Buy	11,732 +129	+1%	+$7.13K	0.1%	125
2019 Q4	$699K	Buy	+11,603	New	+$684K	0.13%	113

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

Visionary Wealth Advisors's REGL Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 6.4% in Q2 2026, selling an estimated $136K and leaving 22,223 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #209.

Visionary Wealth Advisors first reported a position in REGL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.42M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Visionary Wealth Advisors held 22,223 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.03M as of Q2 2026.
Visionary Wealth Advisors sold 1,527 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $136K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #209 holding.
Visionary Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $6.42M 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.