WANY
REGL icon

Wealthspire Advisors (New York)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-650
Closed -$55.5K – 2457
2025
Q3 		$55.5K Buy
+650
New +$54.8K ﹤0.01% 1206

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s REGL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2025, closing a stake of 650 shares — an estimated $55.5K sold.

Wealthspire Advisors (New York) first reported a position in REGL in Q3 2025 and held it in 1 quarter. The position peaked at $55.5K in Q3 2025. 241 funds tracked by Wall St. Rank hold REGL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 650 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2025, an estimated $55.5K.
  • Wealthspire Advisors (New York) first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $55.5K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.