Regal Investment Advisors LLC Amplify ETF Tr High Income ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$14.11 - $16.67 $269,486 - $318,380	-19,099 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$16.25 - $17.13 $26,503 - $27,939	1,631 Added 9.34%	19,099 $318,000
Q3 2021 Nov 05, 2021	SELL	$16.74 - $17.68 $2,678 - $2,828	-160 Reduced 0.91%	17,468 $294,000
Q2 2021 Aug 09, 2021	BUY	$16.79 - $17.79 $295,974 - $313,602	17,628 New	17,628 $311,000
Q1 2021 May 12, 2021	SELL	$15.83 - $16.79 $213,008 - $225,926	-13,456 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$14.28 - $15.99 $192,151 - $215,161	13,456 New	13,456 $214,000
Q1 2020 May 12, 2020	SELL	$10.4 - $18.23 $386,006 - $676,624	-37,116 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$17.55 - $18.02 $651,385 - $668,830	37,116 New	37,116 $662,000

Others Institutions Holding YYY

# of Institutions

82

Shares Held

10.7M

Call Options Held

4.1K

Put Options Held

6.4K

Lpl Financial LLC Fort Mill, SC

2.12M
Shares

$24.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.07M
Shares

$23.9 Million
0.0% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.24M
Shares

$14.3 Million
2.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

646K
Shares

$7.47 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

453K
Shares

$5.24 Million
0.02% of portfolio

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