WIM
REGL icon

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

WealthPlan Investment 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 		$982K Buy
10,723
+175
+2% +$15.6K 0.05% 233
2026
Q1 		$911K Sell
10,548
-1,625
-13% -$144K 0.05% 227
2025
Q4 		$1.03M Sell
12,173
-6,610
-35% -$555K 0.07% 200
2025
Q3 		$1.6M Sell
18,783
-238
-1% -$20.1K 0.11% 144
2025
Q2 		$1.55M Buy
19,021
+5,698
+43% +$454K 0.11% 145
2025
Q1 		$1.07M Buy
13,323
+411
+3% +$33.5K 0.11% 130
2024
Q4 		$1.04M Buy
12,912
+703
+6% +$58.6K 0.1% 128
2024
Q3 		$998K Buy
12,209
+189
+2% +$14.9K 0.1% 129
2024
Q2 		$885K Buy
12,020
+384
+3% +$29K 0.13% 103
2024
Q1 		$914K Sell
11,636
-195
-2% -$14.4K 0.14% 100
2023
Q4 		$870K Buy
11,831
+662
+6% +$45.3K 0.14% 105
2023
Q3 		$745K Buy
11,169
+6,610
+145% +$463K 0.13% 102
2023
Q2 		$320K Sell
4,559
-5,496
-55% -$382K 0.1% 111
2023
Q1 		$711K Sell
10,055
-1,446
-13% -$105K 0.12% 103
2022
Q4 		$868K Buy
11,501
+1,117
+11% +$79K 0.06% 185
2022
Q3 		$755K Buy
+10,384
New +$729K 0.06% 188
2022
Q1 		$714K Buy
+10,335
New +$738K 0.05% 208

Other funds holding REGL

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPlan Investment Management's REGL Position: Q2 2026 in Review

WealthPlan Investment Management increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 1.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 10,723 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #233.

WealthPlan Investment Management first reported a position in REGL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.6M in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

  • WealthPlan Investment Management held 10,723 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $982K as of Q2 2026.
  • WealthPlan Investment Management bought 175 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2026, an estimated $15.6K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #233 holding.
  • WealthPlan Investment Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.6M 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.