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

World Investment Advisors’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	$3.87M	Hold	44,750	–	–	0.06%	311
2026 Q1	$3.87M	Sell	44,750 -1,167	-3%	-$104K	0.06%	317
2025 Q4	$3.87M	Buy	45,917 +918	+2%	+$77.1K	0.06%	311
2025 Q3	$3.84M	Buy	44,999 +65	+0.1%	+$5.48K	0.08%	269
2025 Q2	$3.66M	Sell	44,934 -20	-0%	-$1.59K	0.08%	264
2025 Q1	$3.63M	Buy	44,954 +402	+0.9%	+$32.7K	0.09%	254
2024 Q4	$3.59M	Buy	44,552 +1,692	+4%	+$141K	0.1%	235
2024 Q3	$3.51M	Buy	42,860 +222	+0.5%	+$17.4K	0.11%	212
2024 Q2	$3.14M	Buy	42,638 +8,242	+24%	+$623K	0.2%	107
2024 Q1	$3.41M	Sell	34,396 -9,336	-21%	-$690K	0.49%	48
2023 Q4	$3.22M	Buy	+43,732	New	+$2.99M	0.42%	53

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

World Investment Advisors's REGL Position: Q2 2026 in Review

World Investment Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 44,750 shares worth $3.87M. The position accounts for 0.06% of the portfolio, ranked #311.

World Investment Advisors first reported a position in REGL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q4 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

World Investment Advisors held 44,750 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $3.87M as of Q2 2026.
World Investment Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #311 holding.
World Investment Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $3.87M in Q4 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.