Western Pacific Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Western Pacific Wealth 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
2025 Q3	–	Sell	-1,040	Closed	-$84.8K	–	202
2025 Q2	$84.8K	Buy	+1,040	New	+$82.9K	0.08%	108
2024 Q1	–	Sell	-500	Closed	-$36.8K	–	319
2023 Q4	$36.8K	Hold	500	–	–	0.03%	156
2023 Q3	$33.4K	Hold	500	–	–	0.03%	159
2023 Q2	$35.1K	Hold	500	–	–	0.03%	159
2023 Q1	$35.4K	Hold	500	–	–	0.03%	162
2022 Q4	$35.8K	Buy	+500	New	+$35.4K	0.03%	146

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Western Pacific Wealth Management's REGL Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2025, closing a stake of 1,040 shares — an estimated $84.8K sold.

Western Pacific Wealth Management first reported a position in REGL in Q4 2022 and held it in 6 quarters. The position peaked at $84.8K in Q2 2025. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

Western Pacific Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 1,040 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $84.8K.
Western Pacific Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and held it in 6 quarters.
Western Pacific Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $84.8K in Q2 2025.
230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.