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
PSA
Public Storage

Real Estate
Q1 2021 Filed on May 12, 2021
2,160
$213.82 - $247.99 $462K - $536K
SABR
Sabre Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
42,534
$10.78 - $16.83 $459K - $716K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 12, 2021
15,328
$20.35 - $21.66 $312K - $332K
USA
Liberty All Star Equity Fund

Financial Services
Q1 2021 Filed on May 12, 2021
10,022
$6.72 - $7.63 $67.3K - $76.5K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q1 2021 Filed on May 12, 2021
37,653
$45.54 - $65.95 $1.71M - $2.48M
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 12, 2021
11,304
$56.26 - $66.31 $636K - $750K
STC
Stewart Information Services Corp

Financial Services
Q1 2021 Filed on May 12, 2021
4,776
$46.38 - $55.15 $222K - $263K
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 12, 2021
17,704
$13.59 - $18.54 $241K - $328K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on May 12, 2021
8,374
$34.36 - $41.24 $288K - $345K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2021 Filed on May 12, 2021
23,300
$59.97 - $60.06 $1.4M - $1.4M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2021 Filed on May 12, 2021
3,301
$81.15 - $121.94 $268K - $403K
PSEP
Innovator U.S. Equity Power Bu
Q1 2021 Filed on May 12, 2021
7,708
N/A
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on May 12, 2021
5,334
$43.94 - $62.1 $234K - $331K
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
11,618
N/A
TV
Grupo Televisa, S.A.B.

Communication Services
Q3 2020 Filed on Nov 13, 2020
11,933
$5.18 - $7.01 $61.8K - $83.7K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2020 Filed on Nov 13, 2020
2,363
$222.8 - $245.21 $526K - $579K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q3 2020 Filed on Nov 13, 2020
3,871
$55.23 - $79.93 $214K - $309K
Fs Kkr Cap Corp Ii
Q3 2020 Filed on Nov 13, 2020
15,303
N/A
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q3 2020 Filed on Nov 13, 2020
8,930
$26.82 - $28.0 $240K - $250K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q3 2020 Filed on Nov 13, 2020
8,552
$36.53 - $39.64 $312K - $339K
IJUL
Innovator Etfs Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
10,572
$22.5 - $23.3 $238K - $246K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q3 2020 Filed on Nov 13, 2020
31,500
$28.1 - $29.54 $885K - $931K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Nov 13, 2020
4,998
$49.97 - $50.15 $250K - $251K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q3 2020 Filed on Nov 13, 2020
13,078
$24.9 - $26.28 $326K - $344K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,743
$96.16 - $135.15 $168K - $236K
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
42,830
N/A
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q3 2020 Filed on Nov 13, 2020
42,044
$33.14 - $33.38 $1.39M - $1.4M
Fitbit Inc
Q3 2020 Filed on Nov 13, 2020
15,095
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2020 Filed on Nov 13, 2020
4,220
$53.09 - $60.07 $224K - $253K
NAVI
Navient Corp

Financial Services
Q3 2020 Filed on Nov 13, 2020
16,425
$6.47 - $9.31 $106K - $153K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2020 Filed on May 12, 2020
8,545
$23.46 - $27.08 $200K - $231K
GGB
Gerdau S.A.

Basic Materials
Q1 2020 Filed on May 12, 2020
13,500
$1.72 - $5.31 $23.2K - $71.7K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on May 12, 2020
4,246
$23.26 - $41.72 $98.8K - $177K
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 12, 2020
4,174
$24.76 - $56.51 $103K - $236K
MT
Arcelor Mittal

Basic Materials
Q1 2020 Filed on May 12, 2020
11,478
$6.95 - $18.0 $79.8K - $207K
Direxion Shs ETF Tr
Q1 2020 Filed on May 12, 2020
12,383
N/A
EWI
Ishares Inc Msci Italy ETF

ETFs
Q1 2020 Filed on May 12, 2020
6,815
$18.09 - $30.43 $123K - $207K
Ihs Markit LTD
Q1 2020 Filed on May 12, 2020
2,823
N/A
EWRE
Invesco S&P 500 Equal Weight R

ETFs
Q1 2020 Filed on May 12, 2020
19,506
$19.02 - $33.51 $371K - $654K
FEM
First Trust Emerging Markets A

ETFs
Q1 2020 Filed on May 12, 2020
10,197
$15.72 - $27.59 $160K - $281K
Fs Kkr Capital Corp
Q1 2020 Filed on May 12, 2020
59,513
N/A
ALLE
Allegion PLC

Industrials
Q1 2020 Filed on May 12, 2020
1,621
$78.6 - $138.9 $127K - $225K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
156,033
$2.69 - $13.86 $420K - $2.16M
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2020 Filed on May 12, 2020
15,500
$4.56 - $6.82 $70.7K - $106K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 12, 2020
9,042
$18.96 - $33.37 $171K - $302K
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2020 Filed on May 12, 2020
10,000
$4.0 - $21.53 $40K - $215K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2020 Filed on May 12, 2020
10,683
$13.02 - $20.31 $139K - $217K
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on May 12, 2020
1,797
$44.41 - $133.15 $79.8K - $239K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2020 Filed on May 12, 2020
13,495
$4.75 - $10.5 $64.1K - $142K
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