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
BJUL
Innovator U.S. Equity Buffer E

ETFs
Q3 2019 Filed on Nov 15, 2019
9,514
$25.25 - $26.4 $240K - $251K
Five Star Senior Living Inc
Q3 2019 Filed on Nov 15, 2019
22,153
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 15, 2019
2,025
$90.09 - $114.3 $182K - $231K
PVL
Permianville Royalty Trust

Energy
Q3 2019 Filed on Nov 15, 2019
12,000
$2.3 - $2.84 $27.6K - $34.1K
CP
Canadian Pacific Railway LTD

Industrials
Q3 2019 Filed on Nov 15, 2019
1,334
$43.98 - $49.25 $58.7K - $65.7K
LEA
Lear Corp

Consumer Cyclical
Q2 2019 Filed on Jul 26, 2019
11,083
$119.03 - $157.83 $1.32M - $1.75M
Eyepoint Pharmaceuticals I
Q2 2019 Filed on Jul 26, 2019
193,450
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2019 Filed on Jul 26, 2019
6,928
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 26, 2019
69,150
N/A
UTHR
United Therapeutics Corp

Healthcare
Q2 2019 Filed on Jul 26, 2019
17,200
$76.06 - $120.81 $1.31M - $2.08M
IDCC
Inter Digital, Inc.

Communication Services
Q2 2019 Filed on Jul 26, 2019
26,306
$62.53 - $72.55 $1.64M - $1.91M
Spdr Series Trust
Q2 2019 Filed on Jul 26, 2019
62,543
N/A
BSX
Boston Scientific Corp

Healthcare
Q2 2019 Filed on Jul 26, 2019
1,000
$34.91 - $42.98 $34.9K - $43K
AGNC
Agnc Investment Corp.

Real Estate
Q2 2019 Filed on Jul 26, 2019
790
$16.4 - $18.28 $13K - $14.4K
Vaneck Vectors ETF Tr
Q2 2019 Filed on Jul 26, 2019
11,307
N/A
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2019 Filed on Jul 26, 2019
3,800
$54.41 - $71.7 $207K - $272K
UNIT
Uniti Group Inc.

Real Estate
Q2 2019 Filed on Jul 26, 2019
1,379
$9.38 - $12.37 $12.9K - $17.1K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q2 2019 Filed on Jul 26, 2019
8,472
$22.84 - $25.34 $194K - $215K
GGG
Graco Inc

Industrials
Q2 2019 Filed on Jul 26, 2019
11,656
$47.08 - $53.34 $549K - $622K
Dowdupont Inc
Q2 2019 Filed on Jul 26, 2019
600
N/A
Navios Maritime Partners L
Q2 2019 Filed on Jul 26, 2019
14,046
N/A
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2019 Filed on May 09, 2019
19,948
$14.19 - $15.13 $283K - $302K
Shire PLC
Q1 2019 Filed on May 09, 2019
1,808
N/A
KT
Kt Corp

Communication Services
Q1 2019 Filed on May 09, 2019
13,722
$12.44 - $14.67 $171K - $201K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2019 Filed on May 09, 2019
7,477
$39.28 - $45.46 $294K - $340K
CCJ
Cameco Corp

Energy
Q1 2019 Filed on May 09, 2019
22,689
$11.29 - $12.94 $256K - $294K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2019 Filed on May 09, 2019
3,766
$56.64 - $63.65 $213K - $240K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2019 Filed on May 09, 2019
33,041
$35.53 - $38.06 $1.17M - $1.26M
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2019 Filed on May 09, 2019
122,060
N/A
VKQ
Invesco Municipal Trust

Financial Services
Q1 2019 Filed on May 09, 2019
27,511
$11.3 - $12.09 $311K - $333K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2019 Filed on May 09, 2019
1,350
N/A
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q1 2019 Filed on May 09, 2019
32,436
$19.3 - $20.32 $626K - $659K
CRON
Cronos Group Inc.

Healthcare
Q1 2019 Filed on May 09, 2019
19,403
$11.31 - $23.7 $219K - $460K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2019 Filed on May 09, 2019
25,910
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2019 Filed on May 09, 2019
10,125
N/A
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q1 2019 Filed on May 09, 2019
5,493
N/A
EWO
Ishares Inc Msci Austria ETF

ETFs
Q1 2019 Filed on May 09, 2019
14,601
$18.34 - $20.44 $268K - $298K
TUR
Ishares Msci Turkey ETF

ETFs
Q1 2019 Filed on May 09, 2019
11,468
$23.05 - $28.97 $264K - $332K
KIDS
Orthopediatrics Corp

Healthcare
Q1 2019 Filed on May 09, 2019
6,702
$31.71 - $46.85 $213K - $314K
Global X Fds
Q1 2019 Filed on May 09, 2019
22,464
N/A
General Mtrs CO
Q1 2019 Filed on May 09, 2019
1
N/A
EC
Ecopetrol S.A.

Energy
Q1 2019 Filed on May 09, 2019
10,034
$16.46 - $23.03 $165K - $231K
GNMA
Ishares Gnma Bond ETF

ETFs
Q1 2019 Filed on May 09, 2019
7,750
N/A
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2019 Filed on May 09, 2019
16,687
$19.71 - $21.97 $329K - $367K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2019 Filed on May 09, 2019
23,337
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2019 Filed on May 09, 2019
36,100
N/A
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q1 2019 Filed on May 09, 2019
19,538
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2019 Filed on May 09, 2019
13,259
$12.5 - $13.38 $166K - $177K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2019 Filed on May 09, 2019
4,000
N/A
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