Regal Investment Advisors LLC Closed Holding Positions

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 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
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 12, 2021
17,704
$13.59 - $18.54 $241K - $328K
STC
Stewart Information Services Corp

Financial Services
Q1 2021 Filed on May 12, 2021
4,776
$46.38 - $55.15 $222K - $263K
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
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
7,611
$56.86 - $64.95 $433K - $494K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2021 Filed on May 12, 2021
10,567
$16.18 - $19.26 $171K - $204K
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on May 12, 2021
5,334
$43.94 - $62.1 $234K - $331K
Ishares Gold Trust
Q1 2021 Filed on May 12, 2021
44,150
N/A
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
8,103
$34.2 - $54.98 $277K - $446K
PGAL
Global X Msci Portugal ETF

ETFs
Q1 2021 Filed on May 12, 2021
13,956
N/A
SABR
Sabre Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
42,534
$10.78 - $16.83 $459K - $716K
PSEP
Innovator U.S. Equity Power Bu
Q1 2021 Filed on May 12, 2021
7,708
N/A
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
11,618
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q3 2020 Filed on Nov 13, 2020
8,552
$36.53 - $39.64 $312K - $339K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Nov 13, 2020
4,998
$49.97 - $50.15 $250K - $251K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q3 2020 Filed on Nov 13, 2020
31,500
$28.1 - $29.54 $885K - $931K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2020 Filed on Nov 13, 2020
2,363
$222.8 - $245.21 $526K - $579K
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q3 2020 Filed on Nov 13, 2020
8,930
$26.82 - $28.0 $240K - $250K
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
Fitbit Inc
Q3 2020 Filed on Nov 13, 2020
15,095
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
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
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q3 2020 Filed on Nov 13, 2020
13,078
$24.9 - $26.28 $326K - $344K
XOM
Exxon Mobil Corp

Energy
Q3 2020 Filed on Nov 13, 2020
100
$34.28 - $44.97 $3.43K - $4.5K
Osi ETF Tr
Q3 2020 Filed on Nov 13, 2020
42,830
N/A
NAVI
Navient Corp

Financial Services
Q3 2020 Filed on Nov 13, 2020
16,425
$6.47 - $9.31 $106K - $153K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,743
$96.16 - $135.15 $168K - $236K
IJUL
Innovator Etfs Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
10,572
$22.5 - $23.3 $238K - $246K
HQY
Healthequity, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
3,507
$40.54 - $87.73 $142K - $308K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2020 Filed on May 12, 2020
10,683
$13.02 - $20.31 $139K - $217K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q1 2020 Filed on May 12, 2020
6,815
$18.09 - $30.43 $123K - $207K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2020 Filed on May 12, 2020
15,500
$4.56 - $6.82 $70.7K - $106K
Global X Fds
Q1 2020 Filed on May 12, 2020
21,491
N/A
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on May 12, 2020
1,797
$44.41 - $133.15 $79.8K - $239K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
Q1 2020 Filed on May 12, 2020
19,506
$19.02 - $33.51 $371K - $654K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on May 12, 2020
4,246
$23.26 - $41.72 $98.8K - $177K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2020 Filed on May 12, 2020
11,597
$1.34 - $3.34 $15.5K - $38.7K
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2020 Filed on May 12, 2020
2,175
$4.0 - $21.53 $8.7K - $46.8K
CAJ
Canon Inc

Technology
Q1 2020 Filed on May 12, 2020
7,623
$19.16 - $28.13 $146K - $214K
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 12, 2020
4,174
$24.76 - $56.51 $103K - $236K
UDEC
Innovator U.S. Equity Ultra Bu

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

Basic Materials
Q1 2020 Filed on May 12, 2020
13,500
$1.72 - $5.31 $23.2K - $71.7K
OLED
Universal Display Corp Pa

Technology
Q1 2020 Filed on May 12, 2020
1,093
$107.37 - $218.4 $117K - $239K
BNS
Bank Of Nova Scotia

Financial Services
Q1 2020 Filed on May 12, 2020
6,324
$32.16 - $56.72 $203K - $359K
Ubs Ag Jersey Brh
Q1 2020 Filed on May 12, 2020
13,653
N/A
MT
Arcelor Mittal

Basic Materials
Q1 2020 Filed on May 12, 2020
11,478
$6.95 - $18.0 $79.8K - $207K
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