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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

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.