Wealth Enhancement Advisory Services
REGL icon

Wealth Enhancement Advisory Services’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.35M Buy
26,882
+2,387
+10% +$221K ﹤0.01% 1556
2026
Q2 		$2.25M Buy
24,495
+4,847
+25% +$433K ﹤0.01% 1495
2026
Q1 		$1.71M Sell
19,648
-15,475
-44% -$1.38M ﹤0.01% 1484
2025
Q4 		$3.03M Buy
35,123
+14,146
+67% +$1.19M ﹤0.01% 1286
2025
Q3 		$1.79M Sell
20,977
-955
-4% -$80.5K ﹤0.01% 1513
2025
Q2 		$1.84M Sell
21,932
-62
-0.3% -$4.95K ﹤0.01% 1397
2025
Q1 		$1.77M Sell
21,994
-1,592
-7% -$130K ﹤0.01% 1306
2024
Q4 		$1.9M Buy
23,586
+897
+4% +$74.8K ﹤0.01% 1211
2024
Q3 		$1.86M Sell
22,689
-284
-1% -$22.3K ﹤0.01% 1088
2024
Q2 		$1.69M Sell
22,973
-61,068
-73% -$4.62M ﹤0.01% 1059
2024
Q1 		$6.6M Sell
84,041
-3,628
-4% -$268K 0.02% 600
2023
Q4 		$6.45M Sell
87,669
-1,231
-1% -$84.3K 0.02% 539
2023
Q3 		$5.93M Buy
+88,900
New +$6.22M 0.02% 537

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
AB
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
DC
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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's REGL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 9.7% in Q3 2026, buying an estimated $221K and bringing the position to 26,882 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Wealth Enhancement Advisory Services first reported a position in REGL in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.6M in Q1 2024. 25 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 26,882 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $2.35M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,387 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $221K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1556 holding.
  • Wealth Enhancement Advisory Services first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $6.6M in Q1 2024.
  • 25 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.