Regal Investment Advisors’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Regal Investment Advisors’s Portfolio AVDR Stock Details AVDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,031	Closed	-$237K	–	557
2021 Q2	$237K	Buy	+8,031	New	+$230K	0.02%	473

Other funds holding AVDR

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Regal Investment Advisors's AVDR Position: Q3 2021 in Review

Regal Investment Advisors sold out of AVDR US LargeCap Leading ETF (AVDR) in Q3 2021, closing a stake of 8,031 shares — an estimated $237K sold.

Regal Investment Advisors first reported a position in AVDR in Q2 2021 and held it in 1 quarter. The position peaked at $237K in Q2 2021. 6 funds tracked by Wall St. Rank hold AVDR as of Q3 2021.

Regal Investment Advisors reported no remaining AVDR US LargeCap Leading ETF position as of Q3 2021 after selling out during the quarter.
Regal Investment Advisors sold 8,031 AVDR US LargeCap Leading ETF shares in Q3 2021, an estimated $237K.
Regal Investment Advisors first reported a position in AVDR US LargeCap Leading ETF in Q2 2021 and held it in 1 quarter.
Regal Investment Advisors's AVDR US LargeCap Leading ETF position peaked at $237K in Q2 2021.
6 funds tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.