Regal Investment Advisors LLC Closed Holding Positions

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 09, 2022
6,609
$29.62 - $30.41 $196K - $201K
FTCH
Farfetch LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
13,107
$10.95 - $34.25 $144K - $449K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2022 Filed on May 09, 2022
5,894
$35.29 - $39.15 $208K - $231K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 09, 2022
16,556
$72.45 - $85.55 $1.2M - $1.42M
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
6,049
$40.3 - $51.35 $244K - $311K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 09, 2022
60,827
$13.13 - $14.91 $799K - $907K
YYY
Amplify ETF Tr High Income ETF

ETFs
Q1 2022 Filed on May 09, 2022
19,099
$14.11 - $16.67 $269K - $318K
Kirkland Lake Gold LTD
Q1 2022 Filed on May 09, 2022
6,790
N/A
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
577
$303.87 - $423.8 $175K - $245K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q1 2022 Filed on May 09, 2022
13,950
$23.3 - $24.53 $325K - $342K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
9,715
$18.93 - $24.2 $184K - $235K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 09, 2022
39,652
$24.8 - $27.06 $983K - $1.07M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2022 Filed on May 09, 2022
14,174
$72.15 - $91.58 $1.02M - $1.3M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
Q1 2022 Filed on May 09, 2022
9,475
$22.19 - $24.6 $210K - $233K
XT
Ishares Tr Exponential Technol

ETFs
Q1 2022 Filed on May 09, 2022
3,080
$53.33 - $66.42 $164K - $205K
KBA
Kraneshares Bosera Msci China

ETFs
Q1 2022 Filed on May 09, 2022
4,605
$34.1 - $43.32 $157K - $199K
IYG
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
6,969
$55.98 - $67.65 $390K - $471K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q1 2022 Filed on May 09, 2022
1,295
$39.86 - $85.57 $51.6K - $111K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 09, 2022
21,566
$6.28 - $15.59 $135K - $336K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on May 09, 2022
7,859
$37.66 - $42.71 $296K - $336K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2022 Filed on May 09, 2022
11,030
$30.92 - $35.31 $341K - $389K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,933
$74.51 - $105.72 $144K - $204K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q1 2022 Filed on May 09, 2022
22,841
$4.8 - $6.91 $110K - $158K
RBB
Rbb Bancorp

Financial Services
Q1 2022 Filed on May 09, 2022
9,636
$21.53 - $28.62 $207K - $276K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
Q1 2022 Filed on May 09, 2022
11,750
$23.02 - $25.24 $270K - $297K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 09, 2022
761
$302.28 - $393.09 $230K - $299K
SVM
Silvercorp Metals Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
16,145
$3.15 - $4.18 $50.9K - $67.5K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
2,218
$255.51 - $362.11 $567K - $803K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,012
$135.09 - $284.11 $137K - $288K
DDM
Proshares Ultra Dow30

ETFs
Q4 2021 Filed on Feb 10, 2022
6,499
$70.09 - $80.69 $456K - $524K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
4,185
$42.07 - $66.11 $176K - $277K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 10, 2022
5,467
$41.59 - $49.44 $227K - $270K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
7,557
$23.71 - $31.01 $179K - $234K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 10, 2022
1,807
$91.87 - $125.12 $166K - $226K
BLKB
Blackbaud Inc

Technology
Q4 2021 Filed on Feb 10, 2022
16,052
$69.61 - $86.48 $1.12M - $1.39M
Global X Fds
Q4 2021 Filed on Feb 10, 2022
15,030
N/A
MVV
Proshares Ultra Midcap400

ETFs
Q4 2021 Filed on Feb 10, 2022
3,730
$62.23 - $74.43 $232K - $278K
SSO
Proshares Ultra S&P 500

ETFs
Q4 2021 Filed on Feb 10, 2022
4,330
$59.77 - $74.03 $259K - $321K
Nuveen Select Tax Free Incom
Q4 2021 Filed on Feb 10, 2022
23,968
N/A
QLD
Proshares Ultra Qqq

ETFs
Q4 2021 Filed on Feb 10, 2022
7,864
$70.69 - $92.38 $556K - $726K
RKT
Rocket Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
47,710
$14.0 - $17.86 $668K - $852K
FAS
Direxion Daily Financial Bull

ETFs
Q4 2021 Filed on Feb 10, 2022
6,341
$117.01 - $149.01 $742K - $945K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q4 2021 Filed on Feb 10, 2022
3,284
$55.11 - $69.76 $181K - $229K
UWM
Proshares Ultra Russell 2000

ETFs
Q4 2021 Filed on Feb 10, 2022
4,222
$50.53 - $66.27 $213K - $280K
UONEK
Urban One Inc Cl D Non Vtg

Communication Services
Q4 2021 Filed on Feb 10, 2022
17,310
$3.15 - $7.4 $54.5K - $128K
Draftkings Inc
Q4 2021 Filed on Feb 10, 2022
5,325
N/A
TDSC
Exchange Listed Fds Tr Cabana

ETFs
Q4 2021 Filed on Feb 10, 2022
18,063
$26.57 - $28.6 $480K - $517K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,425
$122.81 - $175.53 $175K - $250K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2021 Filed on Feb 10, 2022
8,554
$145.22 - $160.55 $1.24M - $1.37M
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