BOLTON SECURITIES CORPORATION’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$196K	Buy	2,272 +195	+9%	+$18K	0.01%	897
2026 Q2	$190K	Sell	2,077 -35	-2%	-$3.13K	0.01%	909
2026 Q1	$182K	Buy	+2,112	New	+$188K	0.01%	832
2025 Q3	$152K	Buy	+1,781	New	+$150K	0.01%	827
2025 Q1	$119K	Buy	+1,479	New	+$120K	0.01%	815

Other funds holding REGL

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's REGL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 9.4% in Q3 2026, buying an estimated $18K and bringing the position to 2,272 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #897.

BOLTON SECURITIES CORPORATION first reported a position in REGL in Q1 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold REGL as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,272 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $196K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 195 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2026, an estimated $18K.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #897 holding.
BOLTON SECURITIES CORPORATION first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.