Regal Investment Advisors LLC Closed Holding Positions

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
PSA
Public Storage

Real Estate
Q1 2021 Filed on May 12, 2021
2,160
$213.82 - $247.99 $462K - $536K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2021 Filed on May 12, 2021
10,567
$16.18 - $19.26 $171K - $204K
AZN
Astrazeneca PLC

Healthcare
Q1 2021 Filed on May 12, 2021
300
$47.16 - $54.44 $14.1K - $16.3K
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
NVCR
Novo Cure LTD

Healthcare
Q1 2021 Filed on May 12, 2021
1,160
$124.11 - $190.17 $144K - $221K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
Q1 2021 Filed on May 12, 2021
29,532
$26.12 - $28.0 $771K - $827K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
500
$25.79 - $38.08 $12.9K - $19K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,743
$96.16 - $135.15 $168K - $236K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2020 Filed on Nov 13, 2020
2,363
$222.8 - $245.21 $526K - $579K
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
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
NAVI
Navient Corp

Financial Services
Q3 2020 Filed on Nov 13, 2020
16,425
$6.47 - $9.31 $106K - $153K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Nov 13, 2020
4,998
$49.97 - $50.15 $250K - $251K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q3 2020 Filed on Nov 13, 2020
3,871
$55.23 - $79.93 $214K - $309K
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
11,618
N/A
Fs Kkr Cap Corp Ii
Q3 2020 Filed on Nov 13, 2020
15,303
N/A
XOM
Exxon Mobil Corp

Energy
Q3 2020 Filed on Nov 13, 2020
100
$34.28 - $44.97 $3.43K - $4.5K
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
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q3 2020 Filed on Nov 13, 2020
8,552
$36.53 - $39.64 $312K - $339K
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
42,830
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q3 2020 Filed on Nov 13, 2020
13,078
$24.9 - $26.28 $326K - $344K
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
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 12, 2020
4,174
$24.76 - $56.51 $103K - $236K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q1 2020 Filed on May 12, 2020
6,753
$13.93 - $32.0 $94.1K - $216K
Raytheon CO
Q1 2020 Filed on May 12, 2020
1,413
N/A
EWI
Ishares Inc Msci Italy ETF

ETFs
Q1 2020 Filed on May 12, 2020
6,815
$18.09 - $30.43 $123K - $207K
Vaneck Vectors ETF Trust
Q1 2020 Filed on May 12, 2020
11,537
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
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2020 Filed on May 12, 2020
8,545
$23.46 - $27.08 $200K - $231K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2020 Filed on May 12, 2020
1,300
$80.64 - $160.81 $105K - $209K
CAJ
Canon Inc

Technology
Q1 2020 Filed on May 12, 2020
7,623
$19.16 - $28.13 $146K - $214K
OLED
Universal Display Corp Pa

Technology
Q1 2020 Filed on May 12, 2020
1,093
$107.37 - $218.4 $117K - $239K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q1 2020 Filed on May 12, 2020
52,340
$39.7 - $60.55 $2.08M - $3.17M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2020 Filed on May 12, 2020
10,683
$13.02 - $20.31 $139K - $217K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2020 Filed on May 12, 2020
15,500
$4.56 - $6.82 $70.7K - $106K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
156,033
$2.69 - $13.86 $420K - $2.16M
ALLE
Allegion PLC

Industrials
Q1 2020 Filed on May 12, 2020
1,621
$78.6 - $138.9 $127K - $225K
Global X Fds
Q1 2020 Filed on May 12, 2020
21,491
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2020 Filed on May 12, 2020
2,175
$4.0 - $21.53 $8.7K - $46.8K
GGB
Gerdau S.A.

Basic Materials
Q1 2020 Filed on May 12, 2020
13,500
$1.72 - $5.31 $23.2K - $71.7K
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on May 12, 2020
1,797
$44.41 - $133.15 $79.8K - $239K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on May 12, 2020
4,246
$23.26 - $41.72 $98.8K - $177K
HQY
Healthequity, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
3,507
$40.54 - $87.73 $142K - $308K
RFEU
First Trust ETF Iii Riverfront
Q1 2020 Filed on May 12, 2020
49,637
N/A
BNS
Bank Of Nova Scotia

Financial Services
Q1 2020 Filed on May 12, 2020
6,324
$32.16 - $56.72 $203K - $359K
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