WealthBridge Capital Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

WealthBridge Capital 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
2026 Q2	$379K	Buy	4,142 +17	+0.4%	+$1.52K	0.08%	167
2026 Q1	$356K	Buy	4,125 +11	+0.3%	+$978	0.08%	159
2025 Q4	$346K	Sell	4,114 -1,784	-30%	-$150K	0.08%	154
2025 Q3	$503K	Sell	5,898 -2,063	-26%	-$174K	0.12%	125
2025 Q2	$649K	Sell	7,961 -565	-7%	-$45.1K	0.16%	98
2025 Q1	$688K	Hold	8,526	–	–	0.19%	89
2024 Q4	$688K	Sell	8,526 -1,860	-18%	-$155K	0.19%	89
2024 Q3	$849K	Sell	10,386 -1,354	-12%	-$106K	0.24%	77
2024 Q2	$864K	Sell	11,740 -438	-4%	-$33.1K	0.28%	66
2024 Q1	$957K	Sell	12,178 -1,394	-10%	-$103K	0.32%	62
2023 Q4	$998K	Sell	13,572 -4,585	-25%	-$314K	0.37%	57
2023 Q3	$1.21M	Sell	18,157 -737	-4%	-$51.6K	0.5%	43
2023 Q2	$1.33M	Sell	18,894 -7,352	-28%	-$510K	0.53%	39
2023 Q1	$1.86M	Buy	26,246 +1,069	+4%	+$77.8K	0.74%	34
2022 Q4	$1.8M	Buy	+25,177	New	+$1.78M	0.75%	33

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

WealthBridge Capital Management's REGL Position: Q2 2026 in Review

WealthBridge Capital Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 0.41% in Q2 2026, buying an estimated $1.52K and bringing the position to 4,142 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #167.

WealthBridge Capital Management first reported a position in REGL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q1 2023. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

WealthBridge Capital Management held 4,142 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $379K as of Q2 2026.
WealthBridge Capital Management bought 17 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $1.52K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.08% of WealthBridge Capital Management's portfolio in Q2 2026, its #167 holding.
WealthBridge Capital Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 15 quarters since.
WealthBridge Capital Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.86M in Q1 2023.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.