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WealthPLAN Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-4,049
Closed -$341K – 261
2025
Q4 		$341K Sell
4,049
-95
-2% -$7.97K 0.05% 226
2025
Q3 		$354K Buy
4,144
+228
+6% +$19.2K 0.05% 206
2025
Q2 		$319K Sell
3,916
-772
-16% -$61.6K 0.05% 207
2025
Q1 		$378K Buy
4,688
+337
+8% +$27.4K 0.05% 193
2024
Q4 		$351K Sell
4,351
-283
-6% -$23.6K 0.05% 198
2024
Q3 		$379K Sell
4,634
-343
-7% -$27K 0.05% 205
2024
Q2 		$366K Buy
4,977
+422
+9% +$31.9K 0.04% 233
2024
Q1 		$358K Buy
4,555
+1,201
+36% +$88.8K 0.04% 239
2023
Q4 		$247K Buy
+3,354
New +$230K 0.03% 288
2023
Q3 		– Sell
-1,608
Closed -$113K – 953
2023
Q2 		$113K Sell
1,608
-1,033
-39% -$71.7K 0.02% 375
2023
Q1 		$187K Sell
2,641
-8,893
-77% -$647K 0.02% 316
2022
Q4 		$865K Buy
+11,534
New +$816K 0.06% 185
2022
Q1 		$714K Buy
10,335
+869
+9% +$62.1K 0.05% 208
2021
Q4 		$672K Buy
9,466
+437
+5% +$31.3K 0.04% 223
2021
Q3 		$655K Sell
9,029
-1,476
-14% -$105K 0.04% 217
2021
Q2 		$763K Sell
10,505
-378
-3% -$27.4K 0.05% 183
2021
Q1 		$802K Buy
10,883
+49
+0.5% +$3.26K 0.06% 164
2020
Q4 		$699K Sell
10,834
-1,680
-13% -$99.5K 0.06% 172
2020
Q3 		$739K Sell
12,514
-1,146
-8% -$62.3K 0.07% 154
2020
Q2 		$773K Buy
+13,660
New +$683K 0.08% 135

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Partners's REGL Position: Q1 2026 in Review

WealthPLAN Partners sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q1 2026, closing a stake of 4,049 shares — an estimated $341K sold.

WealthPLAN Partners first reported a position in REGL in Q2 2020 and held it in 20 quarters. The position peaked at $865K in Q4 2022. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • WealthPLAN Partners reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,049 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $341K.
  • WealthPLAN Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2020 and held it in 20 quarters.
  • WealthPLAN Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $865K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.