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
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
2,448
$89.08 - $177.02 $218K - $433K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 09, 2022
2,708
$78.73 - $174.71 $213K - $473K
UCO
Pro Shares Trust Ii

ETFs
Q2 2022 Filed on Aug 09, 2022
10,461
$37.81 - $55.49 $396K - $580K
KC
Kingsoft Cloud Holdings LTD

Technology
Q2 2022 Filed on Aug 09, 2022
11,088
$3.02 - $6.91 $33.5K - $76.6K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
25,350
$4.29 - $6.61 $109K - $168K
FICO
Fair Isaac Corp

Technology
Q2 2022 Filed on Aug 09, 2022
622
$341.44 - $452.43 $212K - $281K
HEIA
Heico Crp Cl A
Q2 2022 Filed on Aug 09, 2022
2,293
N/A
WERN
Werner Enterprises Inc

Industrials
Q2 2022 Filed on Aug 09, 2022
5,693
$36.86 - $42.83 $210K - $244K
ACM
Aecom

Industrials
Q2 2022 Filed on Aug 09, 2022
2,753
$61.26 - $78.34 $169K - $216K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2022 Filed on Aug 09, 2022
26,641
$33.33 - $37.82 $888K - $1.01M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2022 Filed on Aug 09, 2022
9,208
$20.54 - $23.36 $189K - $215K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2022 Filed on Aug 09, 2022
6,750
$39.11 - $45.8 $264K - $309K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
1,987
$116.55 - $176.0 $232K - $350K
AZN
Astrazeneca PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
3,233
$59.26 - $71.14 $192K - $230K
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 09, 2022
2,075
$83.88 - $102.77 $174K - $213K
STE
Steris PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
1,319
$192.78 - $252.92 $254K - $334K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
4,086
$43.53 - $72.96 $178K - $298K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2022 Filed on Aug 09, 2022
19,785
$21.33 - $24.43 $422K - $483K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2022 Filed on Aug 09, 2022
1,144
$148.03 - $195.93 $169K - $224K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q2 2022 Filed on Aug 09, 2022
10,056
$16.82 - $19.97 $169K - $201K
INVH
Invitation Homes Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
7,400
$33.63 - $43.91 $249K - $325K
ICLR
Icon PLC

Healthcare
Q2 2022 Filed on Aug 09, 2022
921
$197.3 - $261.32 $182K - $241K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
6,688
$23.44 - $35.4 $157K - $237K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2022 Filed on Aug 09, 2022
52,915
$16.74 - $18.47 $886K - $977K
INVH
Invitation Homes Inc.

Real Estate
Q2 2022 Filed on Aug 09, 2022
225
$33.63 - $43.91 $7.57K - $9.88K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Aug 09, 2022
2,610
$73.25 - $134.59 $191K - $351K
GWRE
Guidewire Software, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
11,432
$70.21 - $95.69 $803K - $1.09M
IHF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
4,110
$239.35 - $295.88 $984K - $1.22M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q2 2022 Filed on Aug 09, 2022
4,885
$36.73 - $47.02 $179K - $230K
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
Q2 2022 Filed on Aug 09, 2022
8,735
$20.43 - $22.76 $178K - $199K
SH
Proshares Short S&P500 New (De

ETFs
Q2 2022 Filed on Aug 09, 2022
25,976
$13.92 - $17.05 $362K - $443K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Aug 09, 2022
3,887
$72.3 - $91.99 $281K - $358K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 09, 2022
11,009
$88.4 - $105.81 $973K - $1.16M
FAF
First American Financial Corp

Financial Services
Q2 2022 Filed on Aug 09, 2022
3,449
$49.22 - $63.16 $170K - $218K
BKKT
Bakkt Holdings, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
13,500
$2.1 - $6.26 $28.4K - $84.5K
NOC
Northrop Grumman Corp

Industrials
Q2 2022 Filed on Aug 09, 2022
3,579
$438.62 - $492.06 $1.57M - $1.76M
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
41,215
$13.28 - $38.96 $547K - $1.61M
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Aug 09, 2022
2,859
$63.83 - $80.0 $182K - $229K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
1,125
$138.32 - $195.42 $156K - $220K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,264
$143.98 - $202.66 $182K - $256K
BSJR
Invesco Indx Tr

ETFs
Q1 2022 Filed on May 09, 2022
12,500
$23.44 - $25.4 $293K - $318K
ALTY
Global X Funds Global X Altern

ETFs
Q1 2022 Filed on May 09, 2022
30,335
$12.17 - $13.5 $369K - $410K
BIGC
Big Commerce Holdings, Inc.

Technology
Q1 2022 Filed on May 09, 2022
31,511
$17.72 - $37.35 $558K - $1.18M
HYLD
Exchange Listed Funds Trust

ETFs
Q1 2022 Filed on May 09, 2022
14,722
$28.48 - $31.51 $419K - $464K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q1 2022 Filed on May 09, 2022
15,746
$18.56 - $21.03 $292K - $331K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
Q1 2022 Filed on May 09, 2022
17,146
$19.12 - $22.31 $328K - $383K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
Q1 2022 Filed on May 09, 2022
12,550
$23.98 - $25.63 $301K - $322K
LPX
Louisiana Pacific Corp

Industrials
Q1 2022 Filed on May 09, 2022
2,897
$61.59 - $77.99 $178K - $226K
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on May 09, 2022
1,184
$135.71 - $284.87 $161K - $337K
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